Sage 100 to QuickBooks Online Migration Service

Switching accounting systems is a big step—but with Cloud Accounting, moving from Sage 100 to QuickBooks Online is easier than you think. As one of the UK’s leading accounting firms, we ensure a smooth and stress-free transition. Our team is here to handle the complexities so you can focus on your business.

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Why Migrate to QuickBooks Online?

As your business grows, so do its needs. Sage 100 is a reliable solution for small to medium-sized businesses, offering simplicity and performance. However, as your operations become more complex, you’ll need a more scalable and integrated platform.

QuickBooks Online is designed to meet the demands of expanding businesses. It can handle high transaction volumes, complex financial reporting, and connects seamlessly with a wide range of third-party applications. This makes it the perfect choice for businesses aiming to stay agile, efficient, and future-ready.

In short, migrating Sage 100 to QuickBooks Online is about future-proofing your finances. With Cloud Accounting by your side, you can make the switch with confidence and peace of mind.

QuickBooks Online Migration Process

Discovery

Evaluate: Understand your requirements and assess the current setup.

Plan: Outline a tailored migration strategy.

Setup

Tailoring: Configure QuickBooks settings to your needs. setup.

Add-Ons: Integrate add- ons to boost eficiency.

Migration

Transition: Transfer financial data securely to QuickBooks.

Verification: Double-check for data integrity.

Empowerment

Train: Provide QuickBooks Online training to your team.

Support: Help with any post-migration issue.

The Next Step: From Sage 100 to QuickBooks Online

In the digital age, financial data is more than just numbers – they are your assets. The thought of migrating this extensive and invaluable data can be discouraging. At our core, we believe that a system migration is not about forgetting your past. Instead, it’s about building upon it. While switching from Sage 100 to QuickBooks Online, we ensure that none of your valuable data is lost in the process.

But our commitment doesn’t end once the migration is complete. We want to help you do more than just move your data. If needed, we can guide you through key QuickBooks features and suitable add-ons to enhance your business operations.

End-to-End Conversion

Switching to QuickBooks Online is only your first step, and we’ve got your back from there. We’ll train you and provide ongoing support so that you feel confident using the software. Whether you’re setting up banking rules or making your own special reports, you can rest easy knowing we’ve got your back.

Our Sage 100 to QuickBooks Online Migration Service includes:

Company Setup: Establish a new QuickBooks Online organisation for your business.
Chart of Accounts: Customise the chart of accounts to match your business needs.
User Setup: Manage user access to grant permissions to your team or accountant.
Payment Gateway Setup: Integrate payment gateways for faster transactions.
Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
Payroll Setup: Set up employees in QuickBooks Online Payroll, including balances, deductions, and benefits.
Apps Integration: Implement comprehensive consolidated reports

Transaction Import: Import all historical transactions, from invoices to bank transactions from Sage 100
Contact Import: Migrate all contacts including customers, suppliers, and employees.
Financial Settings: Configure tax codes and financial settings.
Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
Department: Set up and import historical departmental data.
Asset Register: Create a fixed asset register and define depreciation rules.
Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
Customised Reports: Set up tailored reporting templates.
Consolidated Reporting: Implement comprehensive consolidated reports.
Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.

Extend Your Capabilities

We offer more than migration. Dive deep into our suite of additional services to truly transform your financial management. Explore:

Payroll Migration & Setup

Purchase Order Migration & Setup

Project Migration & Configuration

App Advisory & Ongoing Support

QBO Review & Health Check

QBO Bookkeeping Review & Cleanup

Clients We Worked with

Convert To QuickBooks Online From

We specialise in transferring data from any software that can export data in CSV or Excel format to QuickBooks Online. No matter how complicated your company transactions or currencies you use, our staff guarantees the move is smooth and accurate.