Sage 50 Accounts to Sage Accounting preparation

Back up and check data

NOTE: Only UK companies and base currency of sterling can be migrated. 

1. Pick the date you want to start using Sage Business Cloud Accounting.
2. Continue to enter transactions in Sage 50 Accounts up until your chosen switching date.
3. Ensure you have a bank statement from your switching date.
4. Take a data files only Back up and Check Data.

Any errors warnings or comments need to be resolved before Migration. 

Information you need to know

1. In Sage 50 Accounts go to Help and About.
2. Under Program Details, make note of your,
    Version number
   

    NOTE: The data has to be on v24.2 and above to migrate to Sage Business Cloud Accounting.

3. Under Configuration Information, make note of your:
   

   Financial Year

   VAT Scheme - E.g. Standard VAT

4. Under Features Enabled, make note if the following features have been activated: 

   CIS You'll need to set up CIS once you've migrated, therefore you need to migrate at the end of a CIS period.

   Foreign Trader You can't migrate your data if you use Foreign Trader, however you can migrate with opening balances.

   Making Tax Digtial This will need reactivated once you've migrated.

   

   
   
5. Under Data Information, make note of the following values:

   Number of Sales Orders Sales orders are not migrated to Sage Business Cloud	Number of Fixed Asset Records Fixed Assets are not migrated to Sage Business Cloud as it's not a feaure
   Number of Purchase Orders Purchase orders are not migrated to Sage Business Cloud	Number of Project Records Projects will beed to be entered manually as Analysis Types in Sage Businss Cloud
   Number of Product Records You will need to either import or manually recreate product records in Sage Business Cloud Accounting

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Closing down Sage 50 Accounts

Invoices and credits

Only posted invoices will be migrated to Sage Business Cloud Accounting meaning you need to make sure all invoices are updated to the ledgers.

Nominal codes

Sage Business Cloud Accounting only has one chart of accounts meaning you need to make sure you have the correct chart of accounts set as default in Sage 50 Accounts.

To make sure the migration runs smoothly you also need to check your chart of accounts.

VAT

Make sure all VAT returns are up to date where possible. 

When data is migrated the VAT returns will be rebuilt on the date of each transaction for the relevant period. Later entries or manual adjustments may cause the figures to show differently in Sage business cloud compared to Sage 50 Accounting.

NOTE: If reconciled VAT returns have been duplicated for the same dates this would restrict how much data can be migrated. 

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Next Steps