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.
Sage 50 (Desktop) | Sage Accounting (Online) | |
Vendors & payables | ||
Customers & invoicing | ||
Reporting | ||
Automatically download bank transactions | ||
Unlimited Multi-User Access | ||
Collaborate with your client in Real-Time | ||
Send invoices from a mobile device | ||
In-product technical support | ||
Payroll | Available | Available through Sage Payroll |
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:
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
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.
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.
Make sure your data matches in your Post Migration Report, and you’re good to go!
The following is moved to Sage Accounting:
The following is moved to Sage HR & Payroll:
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:
The following is not moved to Sage HR & Payroll:
To view a full list of what is and isn’t migrated by the tool, please refer to our detailed list.
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:
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:
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.
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.
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