How to convert Sage DacEasy to Sage 50 Conversion
Sage DacEasy to Sage 50 Conversion – Learn more about converting Sage DacEasy to Sage 50 or consider upgrading to Sage 100 which might be a better fit for current Sage DacEasy customers. Call for Promotional software pricing!
Summary of upgrading Sage DacEasy to Sage 50
There is a Sage utility that allows you to convert Sage DacEasy accounting information to Sage 50 Accounting—U.S. Edition. When begin the conversion there are questions that must be answered to begin. However, the Sage DacEasy conversion to Sage 50 program brings over only a limited amount of information as well as summary balances for customers and vendors.
An example:
The Sage DacEasy to Sage 50 conversion only brings over customer level balances. What you really need is the individual accounts receivable customer balance by invoice. The detail we recommend is the customer invoice number, date and balance due at the time you complete the Sage DacEasy to Sage 50 upgrade. We field a lot of customers that use this utility and discover they need help. When converting Sage DacEasy to Sage 50 give us a call for support and assistance. For Sage DacEasy support call 800-475-1047
Why does Sage DacEasy to Sage 50 conversion not bring over all the detail?
Because of program differences in the record layouts between Sage DacEasy and Sage 50 detail transaction information cannot be converted. There are steps that you can take to make the conversion process run smoothly. We recommend that you review the list of what gets converted and what does not get converted from Sage DacEasy to Sage 50 to help you better prepare for the migration.
What Gets Converted from DacEasy to Sage 50 and What Does Not?
One major difference between Sage 50 and DacEasy is that DacEasy is a modular system that allows you to install individual programs like payroll, job cost, and accounting. Sage 50, on the other hand is an all-inclusive fully integrated accounting solution. Once the software is installed you automatically have access to everything including inventory, payroll and job cost.
When upgrading from DacEasy to Sage 50 all of your demographic listing information (Customer, Vendors, Inventory, Employees, Chart of Accounts and summary Balances will be converted to Sage 50. Detailed transactions information will not. See the below chart for detailed on what gets converted through the Conversion Utility.
What gets converted from DacEasy to Sage 50?
When upgrading from Sage DacEasy to Sage 50 what Is Converted? The following is a list of what gets converted.
Company Information
- Company Name/Address (confirmation required during conversion)
- Phone Number 1
- Fax Number
- Federal ID
- State ID
- E-mail Address
General Ledger
- Account Names and Numbers
- Account Group (category names may change slightly, as in Current Assets becoming Other Current Assets)
- Account Activity, by period
- A single Beginning Balances
Accounts Receivable
- Customers, including Names and Codes
- Contact
- Bill to Address
- E-mail Address
- Phone Numbers 1 and 2
- Fax number
- Country
- Alternate Customer Addresses (only the first 9 will be converted)
- Pricing Level Defaults
- Salesperson, located in Maintain Employees/Sales Reps
- Payment Terms
- Current Customer Balances
- Sales Tax Codes
- Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
- Default Credit Status
- Default Credit Limit
- Default Account Group
Accounts Payable
- Vendors, including Names and Code
- Contact
- Vendor Address
- E-mail Address
- Tax ID
- Phone/Fax Numbers
- Contract Labor (1099 Vendors)
- Shipping Method
- Vendor Type
- Credit Limit
- Default AP Accounts
- Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
- Terms
Inventory
- Item Defaults
- Master Items
- Product Code and Description
- Bin
- Quantity on Hand
- Minimum On-hand Quantity (also known as Minimum Stock in Sage 50 Accounting).
- Reorder Quantity
- Purchase Measure (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
- Purchase Fraction (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
- Selling Measure (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
- Sell Fraction (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
- Sales price
- Weight
- Price Breaks
- Serial Numbers (only for Sage 50 Premium Accounting and higher, with some limitations)
- Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
Payroll •Employee Code (ID)
- Employee Name
- Address
- E-mail Address
- Phone Number
- Social Security Number
- Termination Date
- Pay Amount
- Overtime 1 & 2
- Federal, State & Local Allowances
- Additional Federal, State, & Local Withholdings
- Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
Sales Taxes
- Tax Code (ID)
- Tax Description
- Tax Rate
Jobs
- Job Code (ID)
- Job Description
- Job Manager
- Customer Code
- Contract Number
- Percent Complete
- Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
- Phases and Sub-Phases
What does not get converted from DacEasy to Sage 50?
Company Information
- Phone 2
General Ledger
- Transaction Detail
- General Account types
Accounts Receivable
- Transaction Detail
- Account Type
Accounts Payable
- Transaction Detail
- Account Type
Inventory
- Transaction Detail
- Cost/Standard
- Cost/Average
- Weight Code
Payroll
- Vacation Accruals
- Sick Accruals
- Payroll year to date totals
Note: You can manually enter year to date totals as beginning balance entries for each employee.
Sales Taxes
- Purchase Tax Codes
Jobs
