Quickbooks Desktop Conversion Tool

[Sourn Sanneh]

Beinga QuickBooks user, you might have at least once heard about QuickBooks conversion tool. The conversion tool generally helps to convert the company file from another program. Amongst the several features and tools that are available in QuickBooks desktop, the conversion tool is one of the most useful tools. This tool usually allows them to convert the company from a plethora of different programs. With the help of conversion tool, users can do things like the conversion of QuickBooks 2017 to QuickBooks desktop premier to QuickBooks desktop premier 2018 or Pro 2018 or QuickBooks desktop enterprise solutions 18.0. Though the tool is a bit complex, it completest the process without any sort of data security compromise.

In simple words, the QuickBooks conversion tool help you to convert the company file from one program to another. This tool never compromises with the data security. If you are interested in knowing the process to use QuickBooks desktop conversion tool, then make sure that you read this post carefully till the end.

QuickBooks desktop offers a wide range of features and tools , one of them is QuickBooks data conversion tool. This tool permits you to convert the company file from a plethora of different programs. What makes this tool even better is that it completes all sorts of conversion task, regardless of their complexity that too without any data security compromise. With the help of this tool, one can do things like conversion of QuickBooks 2017 to QuickBooks desktop premier 2018 or pro 2018 or QuickBooks desktop enterprise solutions 18.0.

You should also note that, you can only convert versions of Sage 50 and QuickBooks desktop from the same region. In case you are having a US version of Sage 50, you might have to convert it to a US version of QuickBooks desktop.

Before you start with the QuickBooks conversion tool, it is important that whether your system is compatible with the tool or not. There are certain system requirements that a user should have to meet in order to get the conversion tool.

Now that you know the relevant information related to the QuickBooks conversion tool, it is the right time to start using it. The below steps would surely help you in making the best out of the conversion tool.

In this step, you need to opt for the option to open in QuickBooks, after the tool completes the task. You need to review the data in QuickBooks and also ensure that everything is present. You will then have to review the transfer log:

Important Point: It should be noted that, you can only convert the versions of Sage 50 and QuickBooks desktop from the same region. In case, you are having a US version of Sage 50, then it is important for you to convert it to the US version of QuickBooks desktop only.

Along with the above stated features, there are certain limitations to the QuickBooks conversion tool as well. These limitations are related to importing data, transaction, and account balances from other financial software into QuickBooks. This would help in converting employee list information which includes the social security number, as well as payroll general ledger account balance information.

The QuickBooks conversion tool is one of the most useful features of QuickBooks. With the help of this tool, you can convert the company file from other programs. This allows you to use the QuickBooks files with other software like Excel, Word, and other third party software. This ultimately increases the usability and effectiveness of the QuickBooks file. The best part, this tool is completely safe and does not hamper your data and files in any way.

I hope you were not "directed to" use ProConnect Tax but have chosen to do so of your own volition after test driving the software, especially if you are used to form-based input, customization, and/or reporting, none of which is not available in ProConnect Tax. ProConnect Tax does have its strengths but it really depends a lot on the profile of your clients and whether you prefer cloud-based tax products.

Going back to your question: The data conversion process is relatively straightforward. You can refer to the following articles for instructions and an overview of what converts from the different tax programs, including ProSeries -

I am in the same position as the OP - I used ProSeries for 30 years, and I'm in the process of retiring and doing about a dozen paid returns for certain special clients, which makes the cost of ProSeries prohibitive (even PPR requires a minimum that is too high). So Intuit recommended ProConnect. It is what it is - it's not great, but I can make it work for these very simple returns.

I followed the step by step instructions and successfully converted ten returns from 2019 ProSeries to 2020 PCTO. It's annoying that the screen for copying the installation key has a "Next" button which does NOTHING except cycle you through the setup again - and there's nothing on that screen that says: "Now run the Data Conversion Tool directly from your start menu or desktop".

So today I wanted to add another 2019 client to PCTO, and I again followed the step by step instructions - but I hit a dead end in the Tool, right after the screen where I tell the conversion program which software and year to convert from - because the next screen was "The following files will be sent to Intuit to be converted" - and it was just a list of the ten clients I already converted. That's it - submit those same clients for conversion again, or go back to the "What program and year" screen - these were the only choices.

Here is what I finally figured out - and I did this by going back and telling the conversion tool that I was converting from Lacerte instead of ProSeries. By doing that, the program allowed me to continue to the "read these instructions for backing up data files" which is the part I had forgotten about after doing the first set of conversions. It's bizarre that these instructions are so hard to get to. They don't exist in the online Help. Anyway, I only had to extrapolate a little bit on the specifics, as they were LC instructions instead of PS. Once I realized/remembered this essential step and got my new selections backed up to the ConversionData directory, the tool added the new files to the list of converted or convertible files and I could proceed.

My review: the data conversion process is awkwardly designed and really badly executed, and the online instructions are obscure and definitely incomplete with any reference to the backup instructions.

disregard the following rant.. See my reply below. brand new user as of yesterday. Very similar to your experianece 30 years with Proseries and down to a few special clients. I finally got the file conversion to work, but as far as I can tell the only data actually converted was client name, address ss#s etc. none of the fixed assets were converted, none of the income sources; none of the k1 information, None of the rental properties, no capital loss carry overs. disregard

I have a client who is changing bookkeepers (I'm retiring!) and has found one who works on Sage 50 only. My client's books are on Quickbooks, as that is what she was using when I took her on as a client.

Has anyone successfully converted from QB to Sage? Can the history be converted? Are general journal entries converted? From what I have read the Sage conversion tool exports lists and current balances only, but it would be good to hear from people who have experienced this.

I'm trying to help her, but if it requires a third party to convert then the cost may be to prohibitive for her. She just wants to be able to run comparative financials and be able to drill down on details for the prior year.

There is no direct conversion of Quickbooks to Sage 50 to include history. There are 3rd party developers who can accomplish this feat but there would be a cost. I am guessing about $1500. and upwards.

To convert Quickbooks to Sage 50, only accounts, vendors, customers, inventory & employees can be imported. From there an opening trial balance of ledger accounts need to be entered, then balances from each period would have to be entered for each account to do any comparative reports in Sage 50(basically journal entries) for the history required. My suggestion is to either work with Quickbooks or start with Sage 50 and gradually accumulate data to run comparative reports. We can help if you need assistance.

Thank you for your response. This confirms what I have been able to to gather from other sources. I've started a Sage 50 file for this client to pass on to the new bookkeeper and will give her excel format files of quarterlies to stitch together with Sage data for comparatives in the short term.

Older files with years of history need some consideration, especially if the client wants to convert ALL of the data. It is our responsibility to not only look at current balances, but also dig into the history of how QuickBooks Desktop was used. Check the following:

Here, QuickBooks Online Advanced is making its own intelligent decision, but to avoid this, it is a best practice to verify inventory balances and make sure that they are accurate. It is necessary to clean up and adjust inventory before converting to QuickBooks Online.

Accounts receivable (AR) and accounts payable (AP): Make sure the open balances are accurate and all unapplied credits are applied before conversion. Do this by checking the aging reports for both AP and AR in the desktop file, and then applying any open debit or credit memos to their respective invoices or bills.

That last step will clear the billable costs for that Customer. No need to save the invoice. Because we can only do this one Customer at a time, one invoice per Customer, we need to use the create invoice screen for each Customer with billable costs and follow the same steps.

NOTE: This tool only works with Bills, Checks and Expenses with rows marked billable. You should clear unbilled Time & Items in QuickBooks Desktop using the workaround mentioned above, and do this before conversion.

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