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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

Processing steps required for each client before running the conversion program

The conversion program can't properly create export files for client data locked by Sage 50 Accounting. Be sure that the client data is not currently in use and close Sage 50 Accounting before continuing.
While the conversion program won’t change any of your Sage 50 Accounting data, we strongly recommend that you make a backup copy of your data before completing the conversion process.
The conversion program assumes that you have finished the processing period for the client in Sage 50 Accounting and that you will be processing the next period’s transactions in Accounting CS. If you have already begun a new processing period in Sage 50 Accounting, you should not run the conversion until you have posted all transactions.
For example, if you are processing November data for client 123, you should post the transactions in the November period in Sage 50 Accounting and then convert to Accounting CS before entering any December transactions.
note
We recommend that you don’t close the year before converting your Sage 50 Accounting data. Employee pay items and earnings are converted for the current year only. Therefore, closing the year will cause the amounts for pay items and transactions to be zero and will prevent conversion of any of the year’s transactions.
  1. Open the client to be converted in Sage 50 Accounting.
  2. From the
    Maintain
     menu, select
    Users
    ,
    Set Up Security
    , then the
    Data Access/Crystal Reports
     tab.
  3. In the
    Access From Outside Sage 50
     section, select
    With the following login information
    .
  4. Select
    Change
    .
  5. In the
    New password
     and
    Confirm new password
     fields, enter
    Company1
    . Select
    OK
    .
  6. Select
    Save and Close
    .
  7. From the
    File
     menu, select
    Import/Export
    .
  8. In the
    Select Import/Export
     window, select
    Payroll
    ,
    Employee List
    , then
    Export
    .
  9. In the
    Employee List
     window:
    1. Go to the
      Fields
       tab and select
      Show None
      .
    2. Mark the checkbox in the Show column on the 1st row
      Employee ID
      .
    3. Mark the checkbox on the 5th row "Employee Name".
    4. Mark the checkbox on the 15th row "Employee Social Security #".
    5. Select
      OK
      .
  10. Close the
    Select Import/Export
     window.
  11. Close Sage 50 Accounting.
    note
    Failing to export the Employee list could result in incomplete employee data.

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