Items transferred during conversion

The following tables identify fields in Sage 50 Accounting that are converted to Accounting CS. The tables are organized by screens in Sage 50 Accounting and Accounting CS and denote the necessary Accounting CS screen navigation.

Client information

Sage 50 Accounting field	Field location in Sage 50 Accounting	Accounting CS field	Field location in Accounting CS	Comments and additional information
Client directory name	Maintain Company Information	ID	Setup Clients Main	None
Fed Employer ID	Maintain Company Information	EIN/SSN	Setup Clients Main	None
Company Name	Maintain Company Information	Client name	Setup Clients Main	None
N/A	N/A	Payroll name	Setup Clients Main	None
Address (lines 1 and 2)	Maintain Company Information	Addresses (lines 1 and 2)	Setup Clients Main	The Business address is converted.
City	Maintain Company Information	City	Setup Clients Main	None
ST	Maintain Company Information	State	Setup Clients Main	None
ZIP	Maintain Company Information	ZIP	Setup Clients Main	None
N/A	N/A	County	Setup Clients Main	Populated during import based on ZIP Code.
N/A	N/A	Country	Setup Clients Main	None
Telephone	Maintain Company Information	Phone Number	Setup Clients Main	The business phone number converts to this field.
N/A	N/A	Phone Number Ext	Setup Clients Main	The business phone number converts to this field.
Fax	Maintain Company Information	Phone Number	Setup Clients Main	The fax number converts to this field.
N/A	N/A	Phone Number Ext	Setup Clients Main	The fax number converts to this field.
ENonemail	Maintain Company Information	Email	Setup Clients Main	None
General Ledger YearNoneend	Maintain Company Information	Current fiscal year end date	Setup Clients Accounting Information	None
Periods in Fiscal Year	Maintain Company Information	Period frequency	Setup Clients Accounting Information	None
Current Accounting Period	Maintain Company Information	Current period end date	Setup Clients Accounting Information	None
Form of Business	Maintain Company Information	Entity	Setup Clients Accounting Information	None
N/A	N/A	Undistributed account	Setup Clients Accounting Information	Defaults to 999.
State Unemployment ID	Maintain Company Information	State: Unemployment ID Number	Setup Clients Accounting Information	None
State Employer ID	Maintain Company Information	State: Withholding ID	Setup Clients Accounting Information	None

Chart of Accounts information

Sage 50 Accounting field	Field location in Sage 50 Accounting	Accounting CS field	Field location in Accounting CS	Comments and additional information
Account ID	Screen Tab	Account number	Setup Chart of Accounts	None
Description	Screen Tab	Description	Setup Chart of Accounts	None
Account Type	Screen Tab	Type	Setup Chart of Accounts	None
Journal	Tasks Menu	Journal	Setup Chart of Accounts	See “Conversion notes and exceptions.”
N/A	N/A	Bank account	Actions Enter Transactions Type: Check	The bank account selected as the Vendor account will be used as the balancing entry account. If you didn’t set up or associate any bank accounts/checkbooks or savings account to the vendor checkbook in Sage 50 Accounting, no transactions are converted.
N/A	N/A	Check #	Actions Enter Transactions Type: Check	None
Reference	Tasks Menu	Reference	Actions Enter Transactions Type: Deposit	Only current-year transactions are converted.
Date	Tasks Menu	Date	Actions Enter Transactions Type: Deposit	None
Amount	Tasks Menu	Amount	Actions Enter Transactions Type: Deposit	The Amount field in Accounting CS displays the deposit total.
Account Number	Tasks Menu	Account	Actions Enter Transactions Type: Deposit Distributions	None

Journals

Sage 50 Accounting field	Accounting CS field	Field location in Accounting CS
N/A	Description	Setup
N/A	Report code	Setup

Bank accounts

Sage 50 Accounting location	Accounting CS field	Field location in Accounting CS	Comments and additional information
Conversion Dialogs	Routing number	Setup Firm Information Banks	If Bank account information was not entered in the Add your Bank(s) window during the conversion, this detail won’t be present.
Conversion Dialogs	Bank Name	Setup Firm Information Banks	None
Conversion Dialogs	Description	Setup Bank Accounts Main	None
Conversion Dialogs	Bank	Setup Bank Accounts Main	None
Conversion Dialogs	Account type	Setup Bank Accounts Main	None
Conversion Dialogs	Account number	Setup Bank Accounts Main	None
Conversion Dialogs	Next Check Number	Setup Bank Accounts Main	None
Conversion Dialogs	Account	Setup Bank Accounts Main	None

Departments

Sage 50 Accounting location	Accounting CS field	Field location in Accounting CS	Comments and additional information
Maintain Employees & Sales Reps General tab None Type	Description	Setup	The department list is generated from the Employee Type in Sage 50 Accounting.

Vendor information

Sage 50 Accounting field	Field location in Sage 50 Accounting	Accounting CS field	Field location in Accounting CS	Comments and additional information
Vendor ID	Maintain Vendors General	ID	Setup Vendors Main	None
Federal ID#	Maintain Vendors General	EIN/SSN	Setup Vendors Main	None
Name	Maintain Vendors General	Vendor name & DBA name	Setup Vendors Main	None
Address	Maintain Vendors General	Addresses (line 1 and line 2)	Setup Vendors Main	Defaults to vendor’s business address.
City	Maintain Vendors General	City	Setup Vendors Main	None
ST	Maintain Vendors General	State	Setup Vendors Main	None
Zip	Maintain Vendors General	ZIP	Setup Vendors Main	None
Telephone	Maintain Vendors General	Phone Number	Setup Vendors Main	Defaults to the vendor's business number.
ENonemail	Maintain Vendors General	Email	Setup Vendors Main	None

Payroll items

Sage 50 Accounting field	Field location in Sage 50 Accounting	Accounting CS field	Field location in Accounting CS	Comments and additional information
Pay Items	Payroll Settings Benefits –Vacation, Sick time, Insurance Plans, Retirement Plans and Flexible Spending Accounts	Main tab Description & Report description	Setup Payroll Items	The description for each pay, deduction, and withholding item must be unique. Only the “Gross” pay item will convert as seen on the Sage 50 Earnings Report. Due to limitations, we are not able to convert any separate items used as overtime pay or their default amounts and descriptions. Verify taxability for all pay items after conversion is complete.
	Payroll Settings Benefits –Vacation, Sick time, Insurance Plans, Retirement Plans and Flexible Spending Accounts	Main tab Description & Report description	Setup Payroll Items	Deduction and withholding items descriptions are converted as seen on the Sage 50 Earnings Report. Due to limitations, we are not able to convert the individual item default amounts and formulas. All deduction items available for the client will be converted to each employee. Verify taxability for all deduction items after conversion is complete.

Employee information

Sage 50 Accounting field	Field location in Sage 50 Accounting	Accounting CS field	Field location in Accounting CS	Comments and additional information
Employee ID	Maintain Employees & Sales Reps General	ID	Setup Employees Main	None
Social Security No.	Maintain Employees & Sales Reps General	EIN/SSN	Setup Employees Main	Failure to export the Employee list as directed in step 7 of "Processing steps required for each client before running the conversion program" could result in all employees having Applied For in place of their EIN/SSN.
First Name	Maintain Employees & Sales Reps General	First	Setup Employees Main	None
MI	Maintain Employees & Sales Reps General	MI	Setup Employees Main	None
Last	Maintain Employees & Sales Reps General	Last	Setup Employees Main	None
Suffix	Maintain Employees & Sales Reps General	Suffix	Setup Employees Main	None
Address	Maintain Employees & Sales Reps General	Address (line 1 and line 2)	Setup Employees Main	Defaults to home address.
City	Maintain Employees & Sales Reps General	City	Maintain Employees & Sales Reps General	None
State	Maintain Employees & Sales Reps General	State	Maintain Employees & Sales Reps General	None
ZIP Code	Maintain Employees & Sales Reps General	Zip	Maintain Employees & Sales Reps General	None
Department	Maintain Employees & Sales Reps General	Department	Maintain Employees & Sales Reps General	None
Country	Maintain Employees & Sales Reps General	Country	Maintain Employees & Sales Reps General	Will default to United States if none entered in Sage 50.
Home phone	Maintain Employees & Sales Reps General	Home	Maintain Employees & Sales Reps General	None
ENonemail	Maintain Employees & Sales Reps General	Email	Maintain Employees & Sales Reps General	Only the 1st email address is converted.
	Maintain Employees & Sales Reps General	Hire date	Setup Employees Personal	None
Terminated	Maintain Employees & Sales Reps General	Inactive date	Setup Employees Personal	None
Birth date	Maintain Employees & Sales Reps General	Birth date	Setup Employees Personal	None
Gender	Maintain Employees & Sales Reps General	Gender	Setup Employees Personal	None
Marital Status	Maintain Employees & Sales Reps Withholding Info None Filing Status	Marital Status	Setup Employees Personal	None
Ethnic Origin	Maintain Employees & Sales Reps Withholding Info None Filing Status	Race	Setup Employees Personal	None

Employee earnings balances

See “Conversion notes and exceptions” for information on the conversion of employee earnings and withholding balances for the current period, current quarter, and year-to-date.

Accounting CS field	Field location in Accounting CS	Comments and additional information
Gross	Setup Employees Payroll Items	See “Conversion notes and exceptions” for more information on the conversion of Pay Type.
Reported Tips	Setup Employees Payroll Items	None
401K Deduction	Setup Employees Payroll Items	See “Conversion notes and exceptions” for information on Payroll Items/Deductions.
Medical Deduction	Setup Employees Payroll Items	Names of pay and deduction items are based on the names shown on the Current Earnings report within Sage 50 Accounting.
FICANoneSS	Setup Employees Payroll Taxes	FICA amounts are converted automatically. No special translation is required.
FICANoneMed	Setup Employees Payroll Taxes	Medicare amounts are converted automatically. No special translation is required.
FIT	Setup Employees Payroll Taxes	Federal Withheld amounts are converted automatically. No special translation is required.
State SIT	Setup Employees Payroll Taxes	None
Local	Setup Employees Payroll Taxes	See “Conversion notes and exceptions” for more information on the conversion of the Local W/H.

This article applies to:

Product: Accounting CS
Subject: Conversions

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Items transferred during conversion

Client information

Chart of Accounts information

Journals

Bank accounts

Departments

Vendor information

Payroll items

Employee information

Employee earnings balances

This article applies to: