The QuickBooks-to-Sage Simply Accounting Conversion Wizard imports the following company information. To see a detailed list of the information that gets converted, open the links.
Only basic employee information is converted into Sage Simply Accounting. If you want to import payroll item information and additional employee details, you will need to enter it into the Sage Simply Accounting company after the conversion.
Note: If your QuickBooks company uses more than two currencies, you must be using Sage Simply Accounting Premium or higher to convert your company.
Sage Simply Accounting only uses Income Statement accounts for its budget and the only budget you can edit is the budget for your current fiscal year. Any Balance Sheet budgets or budgets that are dated in the future will not be converted for Sage Simply Accounting.
Credit cards that your company uses for purchases and accepts from customers are converted into Sage Simply Accounting.
Only currencies that have been used with a bank account, customer or vendor will be copied into Sage Simply Accounting.
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
|
Name |
Foreign Currency |
| Country Code | Code |
| Currency Symbol | Symbol |
|
Symbol Position |
Symbol Position |
| Thousand Separator | Thousand Separator |
| Decimal Separator | Decimals Separator |
| Decimal Places | Decimal Places |
| Sample | Format |
Sage Simply Accounting only uses one method for creating price lists from QuickBooks, Fixed %. Per Item prices must be entered into your Sage Simply Accounting company after the conversion.
When you convert your company to Sage Simply Accounting, you can select any or all of the following lists to include during conversion. Lists are called records in Sage Simply Accounting.
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
|
Type: Accounts Receivable Bank Other Current Asset Fixed Asset Other Asset Accounts Payable Other Current Liability Credit Card Long Term Liability Equity Income Other Income Expense Other Expense Cost of Goods Sold |
Account Class: Accounts Receivable Bank Current Asset Capital Asset Other Asset Accounts Payable Other Current Liability Credit Card Payable Long Term Liability Equity Revenue Other Revenue Expense Other Expense Cost of Goods Sold |
| Name | Unlabelled field (next to account number) |
| Balance | Current Balance and Opening Balance |
|
Account is inactive |
Inactive Account |
| Note | Notes |
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
| Vendor Name | Vendor |
| Vendor is inactive | Inactive Vendor |
| First Name and Last Name | Contact |
|
Address: Line 1 (Company name) Line 2 (Contact name) Line 3 (Street) Line 4 (City, Province, postal code) Line 5 (Country) |
Fills these fields starting from the bottom: (Ignored) Street 1 Street 2 City, Province , postal code Country |
| Phone | Phone 1 |
| Alt Ph. | Phone 2 |
| Fax | Fax |
| Type: Tax agency | Payroll Authority |
| Terms | Early Payment Terms |
| Notes | Memo |
| Defined Fields | Uses the first 5 Vendor fields you have defined for your company |
| Currency | Currency |
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
| Customer Name | Customer |
| Customer is inactive | Inactive Customer |
| First Name and Last Name | Contact |
|
Bill To Address: Line 1 (Company name) Line 2 (Contact name) Line 3 (Street number) Line 4 (City, Province, postal code) Line 5 (Country) |
Fills these fields starting from the bottom: (Ignored) Street 1 Street 2 City, Provincepostal code Country |
|
Ship To Address: Line 1 (Company name) Line 2 (Contact name) Line 3 (Street number) Line 4 (City, Province, postal code) Line 5 (Country) |
Fills these fields starting from the bottom: (Ignored) Street 1 Street 2 City, Province, postal code Country |
| Phone | Phone 1 |
| Alt Ph. | Phone 2 |
| Fax | Fax |
| Rep | Salesperson |
| Terms | Early Payment Terms |
| Credit Limit | Credit Limit |
| Price Level | Price List |
| Notes | Memo |
| Defined Fields | Uses the first 5 Customer fields you have defined for your company |
| Use customer tax code | Tax code |
Only basic employee information is imported into Sage Simply Accounting. Additional employee details and all payroll information must be entered in your Sage Simply Accounting company.
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
| First Name and Last Name | Employee |
|
Address: Line 1 (Employee name) Line 2 (Contact name) Line 3 (Street number) Line 4 (City, Province,postal code) Line 5 (Country) |
Fills these fields starting from the bottom: (Ignored) Street 1 Street 2 City, Province, postal code Country |
| Date of Birth | Birth Date |
| Hired | Hire Date |
| Released | Terminate |
| Pay Period | Pay Periods Per Year |
Not all Item Types can be used in Sage Simply Accounting and so they are not imported from QuickBooks. Check the Types below to see which items can be used in Sage Simply Accounting.
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
| Item Name/Number | Item |
| Item is inactive | Inactive Item |
| Description on Sales Transactions | Description |
|
Inventory Unit |
Stocking Unit of Measure |
|
Sales Unit |
Selling Unit |
| Purchasing Unit | Buying Unit |
| Cost | Not added to record, but used as default purchase price for next invoice |
| On hand | On-Hand Quantity |
| Avg Cost | On-Hand Value (Avg Cost multiplied by On-Hand Quantity) |
| Sales Price | Regular (on Pricing tab) |
| Price Level | Price List |
| Reorder Point | Minimum Level |
| Asset Account | Asset |
| Income Account | Revenue |
| COGS Account | COGS |
| Account | Revenue or Expense, depending on the item |
| Defined Fields | Uses the first 5 Item fields you have defined for your company |
|
Type: Inventory part Item Assembly (components list) Service Other Charge Non-inventory part |
Type: Inventory Item Inventory Item - Build tab shows a list of items required to build 1 of this item (Premium only) Service (or Activity in Premium) Service Service (the item uses an Expense account) |
| Defined Fields | Uses the first 5 Employee fields you have defined for your company |
When a Job is imported into Sage Simply Accounting, two records are created for the Job: a Project record and a Customer record. Both records will use the same name format: CustomerName:JobName.
Having a customer record for each project allows you to continue to bill directly to "projects" as you are accustomed to doing in QuickBooks. If you do not want to have multiple customer records for one customer, use the Merge Records tool on the Maintenance menu in the Sage Simply Accounting Home Window to store all of the customer's information in one record.
Information stored in the Project record:
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
| Job Name | Project |
| Job is inactive | Inactive Project |
| Start Date | Start Date - if there is no Start Date, the Earliest Transaction Date will be used |
|
End Date |
End Date - if there is no QuickBooks End Date, the QuickBooks Projected End Date will be used (otherwise, it will be blank) |
|
Status: Pending In Progress Awarded Not Awarded Closed None |
Status: Pending In Progress In Progress Cancelled Complete Pending |
The following QuickBooks transactions are converted into Sage Simply Accounting:
Note: Transactions dated after your company's Fiscal Year End date are not converted into Sage Simply Accounting.
If you have any General Journal transactions associated with customers in QuickBooks, those transactions will be converted into outstanding customer invoices.
Information stored for outstanding invoices:
| QuickBooks Field or Setting | Sage Simply Accounting Field or Setting |
|---|---|
| Number or Reference Number | Invoice Number |
| Date | Date |
| Amount Due | Amount |
Budgets