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Learn how to convert data using the QuickBooks Conversion Tool.

Do you want to convert your data from Sage 50 (formerly Peachtree) to QuickBooks Desktop? The QuickBooks Conversion Tool is a free program to help you. In this article we'll show you how to use this tool.

Before you get started

For a trouble-free data conversion, there are a few things to check before using the tool.

• Make sure that your Sage 50 and QuickBooks Desktop are installed locally in the same computer.
• Be sure that your QuickBooks database and Sage 50's associated files are saved locally in your computer's hard drive.
• Cross-region conversion isn't' possible using the tool.

The system requirements below are specifically for the Conversion Tool. (Check our QuickBooks Desktop system requirements to make sure your computer is up to date for your QuickBooks, too.)

Data conversion: What does and doesn't import

The tool guides you through a short and straightforward conversion of your business data into a new QuickBooks company file. It captures the current state of your business. It also creates a log of the conversion process for your records.

What the tool can convert:

• Account Lists
• Employee Lists
• Item Lists
• Customer Lists
• Vendor Lists
• Account balances
• Customer transactions
• Vendor transactions
• Employee List information including contact information and Social Security number
• Payroll General Ledger account balance information

What the tool can't convert:

• Paychecks (will be converted as journal entries)
• Employee Year-To-Date (YTD) information
• Payroll Items
• Individual employee wage or deduction information
• Fixed Asset items
• Work tickets
• Closed or partially closed Sales Orders, Purchase Orders, and Estimates

Run your data conversion

Step 1: Set data access credentials

1. Launch Sage 50.
2. Open the company file you wish to convert.
3. From the main menu, select Maintain, choose Users, then select Setup Security.
4. Select the Data Access/Crystal Reports tab.
5. Choose With the following login information (Note:You can't change Peachtree in the ID field.)
6. Set a new password by selecting the Change.
7. After you set the password, close Sage 50.

Step 2: Download and run the Conversion Tool

The tool must run with Windows administrator rights for proper conversion.

1. Download the QuickBooks Conversion Tool.
2. In the folder your saved it in, select the tool.
3. Choose Run as Administrator.

Step 3: Browse and convert the data file

1. Choose Browse to select the Sage 50 company file.
2. In the Pervasive 32-bit ODBC engine DSN setup window, select your company name and choose O.
3. Enter your Sage 50 company file password and select Next.
   (Note: Password used here is the one you set up during Step 1.)
4. Choose the QuickBooks product you're converting to. Then browse to your company file and select Next. (Note: The default save location is C:UsersYourUserNameMy Documents, unless you specify your own location.)
5. The Ready to Convert window will show the conversion information. Select Convert File to start the conversion process.
6. After you choose Convert File, the QuickBooks Conversion Tool will start the conversion process. Please be patient as this goes through the process of converting your data. Once finished, you should see the finished window.
7. Choose Open in QuickBooks.
8. Check to make sure everything completed correctly.

Step 4: Verify the results

If you find any missing transactions, be sure to check the failed transaction log file located at: C:UsersYourUserNameMy DocumentsIntuitQuickBooks ConversionTool

Looking for advice from other business owners?

Visit our QuickBooks Community site.

Can't find your answer?

Work smarter with cloud-based accounting software for Mac

Business leaders across the globe use Mac products to efficiently run their companies.
As someone with a hectic schedule, you need technology that is simple, easy to use, and won’t let you down whether you’re travelling for business or working from home.
We get it. That’s why we’ve specially designed Mac business accounting software that’s supportive and convenient. Our accounting software works seamlessly across operating systems for Apple devices, so you can easily create invoices, view your accounts, and process VAT or international payments anywhere that you have an internet connection.
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Our cloud-based accounting packages provide real-time information about your finances wherever work takes you. Perfect for busy small, growing, and established businesses.