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:
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!