Use the Sage Business Cloud Migration Tool to migrate data from Sage 50 Accounts to Sage Business Cloud Accounting. The migration tool guides you through the migration process and creates a file that you can import into Accounting.

Before you start

• Run the migration tool on the computer where Sage 50 Accounts is installed
• Complete any migration preparation tasks before starting
• Make sure you have access to the company data and manager password

1. Open Sage 50 Accounts.
2. Go to Help, then select About.
3. Under Program Details, note the Data Directory.
4. Under Licence Information, note the Serial Number.
5. Close Sage 50 Accounts.

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Select the company to migrate

1. Open the Sage Business Cloud Migration Tool.
2. Select the company to migrate.
   If the company doesn't appear, select Browse, then browse to the Data Directory you noted earlier.
3. Select Next.
4. Enter the manager password.
5. Enter the serial number.
6. Select Next.

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Review company settings

Check and update the settings before continuing.

Company name and address

Check the company details are correct.

If you're migrating a test or training company, include Test or Training in the company name.

Enter:

• Street name
• Town
• Postcode
• Telephone number

Migration approach

Choose what you want to migrate:

• Transaction history
• Opening balances
• Account records only

Ignore inactive accounts

Select this option to exclude inactive customer and supplier records.

Years to migrate

This option applies when migrating transaction history.

Enter the number of years to migrate.

The migration tool automatically calculates:

• Opening balance date
• Accounts start date
• Year end date

Opening balance date

For an opening balance migration, use the latest transaction date in Sage 50 Accounts.

The migration tool sets the Accounts Start Date to the following day.

Only enter new transactions in Sage Business Cloud Accounting from the Accounts Start Date onwards.

VAT registration

If the company is VAT registered:

• Enter the VAT registration number
• Select the VAT return frequency

Reference type

Choose whether to migrate:

• Invoice Reference
• Extra Reference

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Map your data 

1. Once you've reviewed the company settings, select Next.
2. Check the chart of accounts, then select Go.

The migration tool automatically matches:

• Chart of accounts
• Tax codes
• System accounts
• Default accounts

Review all matches before continuing.

Report categories

Check that you've mapped nominal codes to the correct categories. Bank and credit card accounts use fixed categories and you can't change them.

Default accounts

Review the default account mappings and make any required changes.

System and control accounts

Accounting uses extra system and control accounts. Some mappings require manual selection.

Tax codes

Accounting uses VAT rates instead of tax codes. Review the VAT mappings and make any required changes.

3. Select Next.

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Resolve references

Sage 50 Accounts allows customer and supplier records to share the same reference.

Sage Business Cloud Accounting requires unique references.

If duplicate references exist, review the conflicts then.

• Update the references manually
  Or,
• Select Auto-resolve conflicts.

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Create the migration file

1. Select Next, then Download Data File.
2. Choose where to save the file.
3. Enter a file name, make a note of it, then select Save.
   You need this file later when importing data into Accounting.
4. Select OK, then Finish.

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Save migration settings

To reuse the same mappings for future migrations:

1. Select Yes when prompted.
2. Choose where to save the settings file.
3. Enter a file name.
4. Select Save, then OK.

You're now ready to import a live, or real, client into Accounting

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