Move to Sage

Take your accounting data with you when you move to Sage

Moving your accounts to Sage

Converting your accounts data to Sage is easy. All it requires is a FREE Movemybooks login. You simply follow the step-by-step process in our online conversion software.

Setting things up will only take you 10 minutes and all you need to do is keep clicking on the green buttons. We will create a new company in Sage Accounting for you, so you don’t need to. We will email you when it’s done – typically within two working days but often much sooner.

Used us before?

What can I convert?

We can convert to Sage Accounting from the following Canadian sources::

Sage 50 Desktop (excluding Quantum)

QuickBooks Desktop

QuickBooks Online

Xero

NOTE: We convert to Sage Accounting, not to Sage 50 or any other desktop version of Sage.

What gets converted?

Our software will move the chart of accounts, customer data, supplier data and individual transactions for the current and previous accounting years.

All of the nominal/general ledger, customer and supplier balances will be the same as in the source data.

Please take a look at the post-conversion tasks to see what might need to be tidied up once your conversion is complete (this exercise generally takes only 30 minutes or less).

Is it really FREE?

If you are switching to Sage you’ll be pleased to know that Sage will pay for your conversion, allowing you to migrate up to 2 years of historic data. (Our Convert 24 service – normal price CAN$300 – gives you all transactions for the current year to date, plus all of the previous accounting period.)

If you would like additional years of transaction history, these cost CAN$100 per year. You can also opt to include Sage department information for an extra CAN$100. All prices are plus taxes (where applicable).

If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion will cost.

How it works

BEFORE YOU GET STARTED, please take a moment to read the important information below. If you have any questions, just ask us. Once you’re ready to start your migration, hit the ‘Get Started Now’ button at the bottom of the page, and we’ll take you through the process.

Thinking of
doing a Sage trial?

It’s a good idea to take advantage of Sage Accounting’s free trial before purchasing. If you’re planning on converting after taking the trial, then keep in mind you will need a “Plus” edition of Sage as it’s the only edition we’re only able to convert into.

It’s also a good idea to allow plenty of time for the conversion to complete. We recommend allowing 3 working days.

The important bit

PLEASE READ BEFORE USING MOVEMYBOOKS

To convert from another cloud platform, you will need to authorise us to access your current platform, and our web application will take care of the rest.

To convert from desktop accounting software, you will need to have the data open in Sage or QuickBooks so that our data uploader can access it.

If you only have a backup file and not the software, we can do this step for you. When you reach the Upload Data stage of the conversion, follow the link for instructions on sending your file and details.

We convert all of the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. Customer and supplier contact details, together with the balances on all customer and supplier accounts, are converted too. We also copy your individual transactions in detail.

Please understand that it is impossible to make an exact copy of your data in a different accounting system. There will be some information that we can’t convert and some information may look a bit different when converted (see Limitations of service). You can be confident, however, that your financial data will be accurate overall.

Due to the limitations imposed on us by the software you are converting from and to, there may sometimes be a little tidying up work that you’ll want to do once the conversion is complete. We’ve done our best to make sure this is as little as possible and provide you with full guidance on these post-conversion tasks (see Completing post-conversion tasks).

For more detailed information on the limitations of what we can and can’t convert, and guidance on completing the post-conversion tasks, click the following links:

Your questions answered

What is Movemybooks?

Movemybooks is online software by Ledgerscope, experts at providing productivity tools for accountants. Movemybooks extracts company accounting and financial data from your old accounting system, converts it and loads it into Sage Accounting. We can currently transfer data from Sage 50, QuickBooks Desktop, QuickBooks Online and Xero.

Is Movemybooks endorsed by Sage?

Yes. Although Movemybooks is not part of Sage, we work in partnership with Sage to ensure we’re able to transfer data swiftly and accurately. Sage recommends using Movemybooks to transfer data to Sage Accounting from Xero, QuickBooks Desktop and QuickBooks Online.

How much does the service cost?

You’ll be pleased to know that Sage will pay for your conversion, allowing you to migrate up to 2 years of historic data. (Our Convert 24 service – normal price CAN$300 – gives you all transactions for the current year to date, plus all of the previous accounting period.)

If you would like additional years of transaction history, these cost CAN$100 per year. You can also opt to include Sage department information for an extra CAN$100.

We will need to create a new Sage company for each conversion (for business owners but not accountants) and you will be responsible for the monthly subscription to Sage.

If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion will cost.

Can I convert into any Sage Accounting edition?

At present we’re only able to convert into the “Plus” edition of Sage Accounting.

How will the data be used?

When you provide us with access to your data, our software simply converts it to Sage Accounting format. We don’t review it in detail, share it with anyone outside our business, or use it for anything else. We do not retain the data permanently and it will be deleted from our servers after 30 days.

How long will it take to transfer the data?

Up to three working days but it’s often much sooner.

How will the data be protected?

Our online software is protected by strong encryption. This scrambles the data, making it virtually impossible to intercept and decode online. Data is stored encrypted on our servers. We also make sure data is encrypted when we transfer it to Sage. For more information please refer to our Security FAQ.

Can I move more than two years of transactions?

Yes, at an additional cost per extra year.

If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion will cost.

I’ve already created a Sage Accounting business, can I still convert data to that account?

No, the business needs to be created at the time of the conversion.

A new Sage Accounting business is required for each conversion. For business owners we need to create this for you and transfer it to you after the conversion completes. For accountants we need to send you a file and instructions on how it needs to be imported into your Sage Accounting Accountants Edition.

What software can I convert from?

You can convert data from Sage 50, QuickBooks Desktop, QuickBooks Online and Xero.

Can I convert clients who work with foreign currencies?

Data which includes foreign currencies will be converted in the same way as other data. However, all foreign currency amounts will be changed to the home currency values. Factors specific to each software, and beyond our control, usually mean the conversion result is not completely accurate. It is not possible to fix your conversion further with respect to foreign currencies – this is the best outcome that is possible.

Setting up a FREE Movemybooks account only takes a minute.

Still need some help?

Get in touch and we can answer any queries you may still have.