Items not transferred during conversion
While most data from Sage 50 Accounting is converted, some data can't be converted due to differences in program features and data structures between Sage 50 Accounting and Accounting CS. The following items can't be converted.
- Payroll checks
- Custom Pay Items and Rates
- W-4 withholding details
General client information
Activity description, and client password can't be converted. Enter or set up this information after converting the client to Accounting CS.
Also, system parameters are not converted to Accounting CS.
Accounts payable
Information entered in Sage 50 Accounting Accounts Payable (including purchases, credits, due dates, discounts, and amounts due) is not converted.
Accounts receivable
Information entered in Sage 50 Accounting Accounts Receivable is not converted.
Budget amounts
Prior-year budget amounts are not converted.
Company reports
Reports, report options, payroll forms, financial statements, statement layouts, details, notes, and documents are not converted.
Employee information
Exemption details, Workers’ Compensation state, EIC credit marker, training wage, pay rates besides Regular for standard hourly wages or salary, default normal hours, accruable benefit information, and direct deposit information are not converted.
Payroll setup, transactions, and employee earnings balances
After-the-fact payroll setup information, such as general payroll options, check entry defaults, state/locality information, rates, including unemployment and report options can't be converted. You will need to set up these items in Accounting CS.
While payroll transactions are converted to each period’s GL transactions screen, these transactions are not converted to the payroll checkbook in Accounting CS. However, current-month, current-quarter, and year-to-date earnings are converted to enable you to process W-2s and current-quarter payroll reports.
Employee earnings from prior years can't be converted.
note
Only the after-the-fact payroll information in Sage 50 Accounting converts to Accounting CS. If the client had a corresponding Sage 50 Accounting Payroll client, the employee and vendor information not previously transferred to Sage 50 Accounting is not converted for Accounting CS.
General ledger
Tax page, schedule, tax line grouping codes can't be converted.
Journal entry information
Journal codes; detailed formats; and automatic adjusting entry information, such as payroll adjustments information, employer payroll adjustment information, gross profit adjustments information, inventory adjustments, SysCost adjustments, and all other setup information for automatic adjusting entries are not converted.
Other information
Bank account reconciliation, financial/loan amortization schedules, electronic funds transfer information, and credit card processing information are not converted.
Security
User information, such as password, user rights, username, and authorizations, is not converted. You will need to set up this information for the client in Accounting CS.
Vendor information
Remit-to information, fax number, terms, description, EFT marker, and prior-year payments are not converted. Year-to-date check amounts are converted only from amounts entered as transactions in Sage 50 Accounting. The amount on the Distributions tab in the Vendors screen is the Standard amount; 1099 information. Amounts from the A/P Payments screen are not converted.
