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Make the move and do business your way.

Discover how easily you can migrate your clients' Sage 50 data to Sage's online solutions
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Why migrate from desktop to online?

100% cloud

Online access from anywhere on any device. Always up-to-date and compliant, no software installations needed. Files are automatically saved and backed-up to the cloud.

Save time and scale

Stop chasing clients for expense documents and access timesheet data instantly. Save time, reduce errors and manual data entry with features and integrations that automate workflows.

Easy to use

Get your clients paid with remote invoicing, track hours worked with timesheets, get a view of your client’s business with custom reports, and increase collaboration with access controls.

Secure

Sage’s online solutions boasts enterprise-quality firewalls, data encryption, audited privacy, security protocols, constant monitoring and backups, and a reduced risk of theft or loss.

Hand-held migration

The Sage team is here to help you through every step of your migration journey. Simply fill out the callback form and we’ll be in touch shortly.

Sage online solutions

From Accounting to Payroll and HR, we’ve got the solutions to help you improve efficiency and capitalize on greater profitability for your practice. 

Sage Accounting Accountants Edition

Quick to set up. Easy to use. Sync with your client’s bank. Automate their billing, invoicing, and banking. Create and share live reports. Manage all your Accounting clients from a single place with the free Accountants Edition for your practice.
Learn more

Sage Payroll

Get secure, accurate, and compliant payroll right for your clients. Easy-to-use and built with intuitive features, Sage Payroll gives you everything you need to process all your clients' pay runs and manage their HR-related processes. 
Learn more

Desktop vs. Online – what’s right for me?

  Sage 50 (Desktop) Sage Accounting (Online)
 Vendors & payables green check mark green check mark 
 Customers & invoicing green check mark green check mark
 Reporting green check mark  green check mark
 Automatically download bank transactions green check mark green check mark
 Unlimited Multi-User Access   green check mark 
 Collaborate with your client in Real-Time   green check mark
 Send invoices from a mobile device   green check mark
 In-product technical support   green check mark 
 Payroll                        Available                                 Available through Sage Payroll 

For a detailed list of features, click here >

How to Migrate

To save time migrating your data we've created a migration tool to help extract your data from Sage 50 and import it into Sage Accounting, Sage Payroll and HR. Move your client data in three easy steps:

Before Migrating


Before migrating, let’s make sure you and your clients are set up in Sage Accounting and/or Sage Payroll and HR.
 
If you’re migrating to Sage Accounting:

  1. Log in to your Sage Accounting Accountants Edition account. If you haven’t signed up for your free account yet, click here.
  2. Invite your client from your Accountants Edition. Not sure how? Click here. Once your client is set up, the option to migrate will be presented.

If you’re migrating your client to Sage Payroll and HR, log in to Sage HR. If you haven’t signed up your client's company for a 30-day trial yet, click here.

At this point, you can head on to Step 1


Step 1: Prepare to move

Pick a day for your move that’s the start of a new accounting period. For example, the start of a new month or quarter. If you are migrating to Sage Accounting and reconcile your bank accounts with Sage 50, print your Account Rec. Summary with Outstanding Trans. Detail report – you will need this for your first reconciliation in Sage Accounting.

Step 2: Export your data

When you’re ready, download, install and run the migration tool. 

If you’re migrating to Sage Accounting, export your company data then upload it into Sage Accounting. 

If you’re migrating to Sage Payroll and HR, export your employee data then import it to Sage HR. 
Don’t worry, we’ll guide you every step of the way.

Step 3: Import your data 

Make sure your data matches in your Post Migration Report, and you’re good to go!

Download the migration tool

Start Migration

FAQs

The following is moved to Sage Accounting:

  • Contacts (Customers, Vendors)
  • Chart of Accounts (General Ledger Accounts and opening balances)
  • Bank Accounts and outstanding balances
  • Customer and Vendor invoices
  • Move current and previous years’ transactions, no earlier than 2014

The following is moved to Sage HR & Payroll:

  • Employee data

To view a full list of what is and isn’t migrated by the tool, please refer to our detailed list. 

 

The following is not moved to Sage Accounting:

  • If your business is not registered in Canada your data cannot be migrated.
  • You will not be able to migrate if you have foreign currency transactions or balances in Sage 50 in the years you have selected to migrate.
  • Payroll and employee data cannot be migrated. Any payroll entries will come over as General Journal entries. 
  • Payroll and employee data cannot be migrated. Any payroll entries will come over as General Journal entries. If you need payroll, after your move online, click here for more information and to sign up for payroll services.
  • Sage 50 attachments, jobs, project codes, quotes, sales orders, purchase orders, custom tax codes cannot be migrated.

The following is not moved to Sage HR & Payroll:

  • Payroll data cannot be migrated. 

To view a full list of what is and isn’t migrated by the tool, please refer to our detailed list.

Most customers can move online within an hour*, but it depends on how much data you are moving. The more data you move, the longer it takes.

We know you’re going to love Sage Accounting, but in the off chance you don’t, you can move back to Sage 50. However, you will be required to upgrade to the latest version of Sage 50 to download any data that was entered into Accounting since the move.

Yes! All editions of Sage 50 can be moved to Sage Accounting.

Moving online is easy! All you need is an internet connection, your Sage 50 database and a Windows machine to make the move. Recommended Internet browsers include:

  • Google Chrome
  • Mozilla Firefox
  • Apple Safari
  • Microsoft Edge

We do not support Internet Explorer. The data file will not upload.

A Mac user? We’ve got you covered! Sage Accounting is compatible with all major web browsers regardless of operating system, including but not limited to:

  • Windows
  • Linux
  • Unix
  • macOS
  • Android
  • iOS

You can use Sage 50 and Sage Accounting, Payroll and HR at the same time, however, this is not a two-way sync. The data entered in Sage 50 will not flow to Sage Accounting, Payroll or HR and vice versa. We recommend only using your online solutions after successful migration.

Moving your data from Sage 50 to Sage Accounting, Payroll and HR is free but maintaining access to Sage Accounting, Payroll and Sage HR requires a monthly subscription. See the “Sage online subscriptions for your clients” section of this page for more information. 

At this time, our migration tool only supports migrations to Sage Accounting Plus accounts.

The Sage migration tool only supports the move from Sage 50 to Sage Accounting, HR and Payroll. However, we’ve partnered with the accounting data conversion experts, Movemybooks, so that you can easily move from Quickbooks or Xero to Sage Accounting. Movemybooks will guide you through the process of bringing your historical data with you. We’ll cover the cost for you to migrate up to 2 years data from your old accounting system. Visit their Move to Sage page for more: https://movemybooks.ca/move-to-sage/.  

Tips on driving client migration to the cloud from RGH

Sharon Emberley, quality assurance and business process manager of RGH Chartered Professional Accountants (RGH) in Halifax, Nova Scotia, offers her unique perspective on the migration process, from implementing the move to the cloud internally at RGH to assisting clients in making the leap.

Read more

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