Sage 200 to QuickBooks Online Migration

Switching accounting platforms can feel like a big step—but with Cloud Accounting, moving from Sage 200 to QuickBooks Online is simpler than you might expect. As one of the UK’s leading accounting firms, we’re here to make your migration seamless. You can count on us for a smooth and stress-free transition from Sage 200 to QuickBooks Online.

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Why Migrate to QuickBooks Online?

As your business grows, so do its financial needs. Sage 200 is a strong solution for small to mid-sized businesses, offering reliability and straightforward functionality. But when your operations expand, you need a platform that can keep up. QuickBooks Online is built for that next level designed to support larger transaction volumes, more complex financial data, and advanced reporting capabilities.

Its powerful integrations with a wide range of business tools also ensure that your workflows remain efficient and connected. With its rich set of features, QuickBooks Online is well-equipped to support your evolving business needs.

In short, moving to QuickBooks Online is a strategic decision to support long-term growth. And with Cloud Accounting by your side, you can make the switch with confidence.

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 200 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 200, 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 comprehensive Sage 200 to QuickBooks Conversion 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 200
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.