Conversion guide: Sage 50 Accounting to Accounting CS
Introduction
The Sage 50 Accounting to Accounting CS® conversion program and the
File
Import
General Conversion
command in Accounting CS enable you to convert your client data from Sage 50 Accounting 2023 version 31.0.x into Accounting CS. The conversion process involves the following 6 steps.
Perform the necessary changes for each client in Sage 50 Accounting before starting the conversion process.
Install the conversion program files.
Create Employee List.csv files from within Sage50.
Use the conversion program to generate specially formatted files that can be imported into Accounting CS.
Import the converted files into Accounting CS.
Verify the conversion results in Accounting CS.
Review this entire guide before converting client data.
note
If you process after-the-fact payroll in Sage 50 Accounting, the program will convert employee current-month, current-quarter, and year-to-date balances for W-2 processing. Therefore, you should convert the data after finishing the payroll processing for a quarter or at year-end. For more information on the conversion of payroll amounts, see “Items transferred during conversion”. Also, see “Processing steps required for each client before running the conversion program”.