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Conversion guide: Sage 50 Accounting to Accounting CS
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This article applies to:

  • Product: Accounting CS
  • Subject: Conversions

Convert the client data before importing into Accounting CS

Complete these steps to create the Sage 50 Accounting conversion files. These files are specially formatted files that Accounting CS uses to import your data.
  1. To begin the conversion program, right-click the CS Data Conversions icon on your desktop and select
    Run as Administrator
    . If you didn’t install the shortcut, select
    Start
     from the Windows taskbar, then
    All Programs
    ,
    CS Professional Suite
    , then
    CS Data Conversions
    .
  2. In the
    Conversion Type
     field, select
    Accounting CS
     from the dropdown.
  3. In the
    Competitor
     field, select
    Sage 50 Accounting
    .
  4. In the
    Output Data Folder
     field, enter the path to the folder that you want the converted files placed in. The path defaults to the current users Documents folder,
    C:\Users\XXXXXX\Documents
     where XXXXXX represents the current user ID. Select
    Browse
     to go to an alternative location of your choice. The conversion files will be created in this location in a subfolder using the Client ID.
  5. Select
    Start
     to begin the conversion.
  6. The conversion program lists all clients found in the specified data folder. Select a client, then
    Continue
    .
  7. Enter the bank name and routing number for your checkbook and savings accounts. Select
    Add Bank Accounts
     to add all accounts associated to the bank and the routing number entered.
  8. Enter the bank account details in the fields provided.
    Account Description
     and
    Account Number
     must be unique for each account.
    1. Select the
      Account Type
      . If the account type is
      Checking
      , enter the
      Next Check Number
      , 100 or greater, the associated
      GL Account Number
      , and select whether this item is a vendor checkbook, payroll checkbook, or both. You may select only 1 payroll checkbook and\or 1 vendor checkbook per client. Once the details are entered for a single account, select
      Add
      .
    2. Complete step 8a for every account associated with the same bank and routing number.
    3. After adding all accounts, select
      Done
      .
    note
    A vendor checkbook and a payroll checkbook are both necessary for a detailed conversion. Failure to add either of the checkbooks will prevent the conversion of employee earnings, vendors, and\or GL transactions. If you need to start over, select
    Clear
     to erase all information in the data entry fields, but retain the data that is already saved to the grid.
  9. Verify all bank information. Select
    Done
    .
    note
    To remove a row in the grid, highlight a row and select
    Remove
    . Double-click in a specific field to edit the detail for that field.
  10. Repeat steps 7 through 9 until all banks and checkbooks/savings accounts are added.
  11. Select
    Done
    .
  12. If local taxes are used for a client, select the tax name from the dropdown, enter the two-character state ID, then select
    Add
    . Repeat this step to enter all localities. Select
    Done
    .
  13. When the conversion is complete, the program replaces the Conversion Status message with a message indicating the data is ready for import. Select
    OK
    .
  14. To convert data for another client, repeat steps 5 through 13.
  15. The Sage 50 Accounting to Accounting CS conversion generates a PDF conversion report and saves the report to the data location specified in step 4. The report contains notes and information on changes you may need to make to the client data in Accounting CS. You can view and print the report using Adobe® Reader® version 7.0 or later. If Adobe Reader is not already installed on your computer, open Accounting CS and go to
    Help
    On The Web
    Adobe Reader
    . This takes you to the Adobe website, where you can download and install the Reader.

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