Sage 50 to QuickBooks Online Migration

Switching accounting software is never an easy decision. But with Cloud Accounting, migrating from Sage 50 to QuickBooks Online is simpler than you might think. As one of the UK’s leading accounting firms, we ensure a seamless and hassle-free transition, giving you peace of mind every step of the way.

Book a Discovery Call

Why Migrate to QuickBooks Online?

As your business grows, so do its needs. While Sage 50 is a great tool for small to medium-sized businesses, it can become limiting as your operations become more complex. QuickBooks Online is designed to support businesses at scale — managing high transaction volumes, advanced financial reporting, and integration with a wide range of business applications.

With its powerful features and flexibility, QuickBooks Online is a smart choice for businesses looking to stay efficient and future-ready.

In short, migrating Sage 50 to QuickBooks Online is about aligning your accounting tools with your long-term business goals. Let Cloud Accounting help you make that transition smoothly and confidently.

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 50 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 50 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 50 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 50
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.