What should I do after conversion: This screen provides you with a checklist and helpful links regarding what you need to do to finish setting up your company in Sage 50 and to start using it. You can view the conversion log to see what was converted and any errors that were encountered, if you want to. Tell me more.Ĭonversion Complete: This window lets you know that the conversion has been completed. Set up Employees and Payroll: If your QuickBooks company contained employees, you will see several windows that allow you to set up your payroll system prior to starting Sage 50. Tell me more.Ĭonversion in Progress: This window appears while your data is being converted. Review Lists: You'll see this window if you chose to review lists before starting the conversion on the Ready to Convert window. If you have more than one Quicken Data File, you will need to repeat the process for. Note, you are not registering the Product, you are Registering the Quicken Data File. Before you can convert from Quicken 2010 to Quicken 2019 Data File, you will need to Enter the Quicken User ID and Password. When you are satisfied with the displayed conversion options, press the Next button to review lists or start the conversion With Quicken 2019, you need a Quicken User ID. You can choose to review lists of information that will be converted before the conversion, if necessary. You can either proceed with the conversion or use the Backīutton to return to the earlier windows and make any needed adjustments. Will see a summary of all conversion options you have chosen in previous The default expense and sales accounts for your converted company. This window asks you which general ledger accounts you want to use as The first question may already be answered based on information from your QuickBooks company. Tell me more.Īsks whether you want your converted company to use the accrualĬhoose the first period of your fiscal year: On this window, you'll answer questions for setting up your fiscal year. Specify proposal complete-by dates: If you are converting to a Sage 50 Premium Accounting or higher company, Estimates from your QuickBooks company will be converted to Proposals in Sage 50 and you will have the opportunity to enter a complete-by date for them. Specify quote good-through dates: If you are converting to a Sage 50 Premium Accounting or Sage 50 Pro Accounting company, Estimates from your QuickBooks company will be converted into Quotes in Sage 50 and you will have the opportunity to enter good-through dates for them. Sage 50 will automatically create IDs for these accounts. Review Account Numbers: Sage 50 requires that accounts that make up your chart of accounts have Account IDs. Loading QuickBooks Company: You'll see this screen while your QuickBooks company information is being loaded so that it can be converted into Sage 50. Open Company in QuickBooks: You must have the company open in QuickBooks before you can convert. If you choose to convert some transactions in addition to lists, you can select the transactions based on a date range. What would you like to convert?: Here, you can select which QuickBooks data you want to convert. Which QuickBooks company are you converting: On this window, you select which QuickBooks company you want to convert. Once you're ready to begin the conversion, you can click the Nextīutton to continue. The first window, the Welcome to the QuickBooks to Sage 50Ĭonversion window, tells you the types of things you should do in QuickBooks before you begin the conversion. Keep in mind that you may need to have your Quickbooks Desktop account open before exporting.The Conversion wizard is made up of a series of windows with instructionsĪnd options. You can export both estimates and alternates from Export Project. Head back to your Projects page and click Export Project to see the option to export to Quickbooks Desktop. To execute this step properly, you may need to open your Quickbooks Desktop account first. Then, enter the password found in your Clear Estimates Integrations page. It will walk you through troubleshooting. You can choose to allow access when Quickbooks is open or all the time.Īfter downloading and running the QBWC and you receive an error message “No Unique owner ID/File ID” … Follow along with this article. Once opened it’s going to ask you some permission questions. Save that file to your desktop for quick access in the future. Once saved, go ahead and download the QWC file. Head to your Options page, click Integrations. To connect with the desktop version, follow these steps: In 2019, we introduced a new and improved export to Quickbooks Desktop. Clear Estimates allows you to export both customer and estimate data to QuickBooks desktop version. Many of our clients use QuickBooks for their accounting needs. The Quickbooks Web Connector will not operate with Quickbooks Desktop for Mac OS. The Quickbooks Desktop integration is formatted for Windows OS only.
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