Moving from Sage 50® (Canada)
Bring your Sage 50 books across, history and all.
AcboBooks reads your company straight from Sage 50, Canadian Edition: no exporting files. Two years of invoices, payments, bills and journal entries, with the trial balance checked account by account.
At a glance
What comes across, and what doesn’t
12 kinds of data come across, 2 partly, and 4 stay in Sage. Nothing changes in your Sage company: AcboBooks only reads it.
Chart of accounts
Every account with its number, as an AcboBooks account type.
Customers and vendors
Names, contacts, addresses, payment terms and currency.
Inventory and service items
Item number, description, regular price, accounts, and the quantity and value in stock.
Opening balances
Account by account, the same as Sage on the date you choose.
Open invoices and bills
Each one with the balance Sage shows, so your aging reports match.
Past sales invoices and credit notes
With their item lines and GST/HST and PST, as far back as Sage keeps them (this fiscal year and last).
Receipts and payments
Applied to the exact invoices and bills they paid in Sage, with early-payment discounts.
Purchase invoices, cheques and other payments
Including credit card purchases.
General journal entries
Every entry in the period you choose.
US-dollar customers and vendors
Their invoices, bills and payments in US dollars at Sage’s exchange rates.
Sales tax codes
GST, HST, PST and QST at today’s rates, and each tax code as a combined rate.
Projects
The project list comes across as classes. Project allocations on past transactions stay in Sage.
Employees and paycheques
Each employee with their province, TD1 claim amounts, pay periods and pay rate, and every paycheque with its CPP or QPP, EI, QPIP, income tax and deductions, so T4s and the CPP and EI maximums carry on.
Recurring payroll deductions
Pension, union, medical and your other deductions are on each past paycheque. Set them up on each employee before the first payroll in AcboBooks. Pension plan (RPP) contributions from Sage fill T4 box 20.
Quotes, sales orders and purchase orders
Re-enter the ones still open.
Bank reconciliation status
Reconcile your bank accounts once in AcboBooks from the date you start.
Users, form designs and saved reports
Add your users and logo in AcboBooks; save the reports you want to keep as PDFs first.
Budgets and time slips
Enter budgets in AcboBooks.
Sage keeps the detail of this fiscal year and last; anything older is already part of your opening balances. For Sage 50 Accounting, Canadian Edition: Pro, Premium and Quantum.
Step by step
Six steps, from Sage to matching totals
Open your company in Sage 50
On the same computer where you will install AcboBooks, open the company in Sage 50 and leave it open. AcboBooks reads it while Sage has it open.
Give AcboBooks a read-only Sage user
In Sage, go to Setup → Set Up Users & Roles and click Add User. Under Rights With Third-Party Products choose Read-only access, and tick Full accounting rights. If you have never set up users, Sage first asks you to give sysadmin a password. This is the way Sage lets other programs read your data, and the user can’t change anything.
Install AcboBooks and open the importer
Download the free trial, create a new company, then go to Company → Import from Sage 50.
Connect
Type the Sage user name and password and click Connect to Sage 50. AcboBooks finds the open company by itself and shows what it found: accounts, customers, vendors, employees, items, and your fiscal year.
Choose how much to bring, then import
Choose Lists and open balances on a date (quickest), or Full history (every transaction Sage still has, from the start of last fiscal year). Check the preview, then click Import into AcboBooks.
Check the totals, then finish setting up
After a full-history import, AcboBooks compares its trial balance with Sage’s, account by account. Check your A/R and A/P aging against Sage’s, then set up payroll, add your users and reconcile your bank accounts going forward.
Free migration help
Rather not do it alone? We’ll check it with you, free.
On a free 30-minute call we set up the Sage user with you, run the import and compare the trial balance in both programs.
Email [email protected] with the subject “Migration help”. We reply within one business day.
Is my Sage company changed?
No. The Sage user you create can only read, and AcboBooks only reads. Keep Sage until you have compared the totals and are happy.
How long does it take?
Setting up the Sage user takes five minutes. Reading the company takes seconds, and a two-year full-history import a minute or two.
Do I need to export anything?
No. AcboBooks reads the company while it is open in Sage on the same computer, the way Sage allows reporting tools to.
I use Sage 50 in the US
This importer is for Sage 50 Accounting, Canadian Edition. If you use the US edition, email us and tell us your version.
On QuickBooks instead? See Move from QuickBooks Desktop →
Sage®, Sage 50® and Simply Accounting® are trademarks of The Sage Group plc or its licensors. AcboBooks is not affiliated with, endorsed or sponsored by Sage.
Get started
Your Sage books in AcboBooks, this afternoon.
Download the free trial, connect to your Sage company, and check the numbers yourself.
No card. No account. Nothing to cancel.