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Moving data from Sage 50 to Sage Accounting

Preparing your practice to go online

When moving to the cloud, migrating client data and changing workflows can be a daunting prospect. In this session, we’ll provide you with practical tips and tools to help set up your practice and clients for a successful move. We’ll also walk you through useful Sage Accounting and AutoEntry features to get you and your clients up and running in no time.

Speakers:
Taimoor Tariq, Business Development Manager - Accountants, Sage
Sara Gibb, Flow Works Bookkeeping and Consulting

Migration series—Best practices on data retention in a digital world

What are some best practices for data retention in a digital world? Learn some policies and procedures that you can incorporate into your practice.

Presenter: Rachel Fisch, CPB, Accountants & Alliances, Sage

Migration series—Steps to creating a successful migration plan for your practice

Learn how to create a step-by-step migration plan that will help you create checks and balances so you can have repeatable success every time you move to Sage Accounting.

Presenter: Sara Gibb, CPB, Sara’s Bookkeeping Services

Migration series —How to successfully migrate your data

In this session you will learn how to move your historical data from Sage 50 to Sage Accounting. Learn which company files can be migrated, how to use the migration tool and where to go if you have questions.

Presenter: Jaime Rein, CPB, Product Marketing Manager, Sage

Moving is never fun but your first days with Sage Accounting just got easier

You've decided to take your first leap into our 100% cloud accounting solution. Now what? In this session, learn the do’s and don’ts on how to successfully move your client’s data from Sage 50 to Sage Accounting. Then we'll show you how to setup your company and get you up and running in Sage Accounting in no time.

Presenters: Kim Thompson, Accounting Manager, and Sharan Kaur, Senior Accountant, Canco Petroleum

Solutions for your practice

AutoEntry

Unlock significant time savings and eliminate manual data entry from your practice with AutoEntry, a data capture solution that allows you and your clients to email, snap or scan bank statements, bills, invoices, expenses, and receipts. AutoEntry then extracts, processes, and publishes the verified data directly into your accounting software.

Sage Accounting - Accountant Edition

Simple-yet-powerful accounting solution—all in the cloud. Get started with the Accountant Edition account today to onboard and manage all your Sage Accounting clients in one place, with customised access rights, automated workflows, and one-click access to a real-time view of your client’s business.

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