Quick Books To Sage Mas90 Mas200 Data Migration Sheet

QuickBooks-to-Sage MAS 90 ERP Data Migration Overview The FREE QuickBooks-to-Sage MAS 90 data conversion service offers a simple, quick, and affordable alternative to manual entry of your existing accounting, banking, tax code, and transactional data*. We want to help you convert your data so you’ll be able to focus on making sure your new system works the way you do and the additional features and functionality you’ll experience once you have moved to Sage MAS 90.

Thank you for selecting Sage. This guide will provide you with a high-level overview of the Sage conversion service process and how easy it is to get started.

Simple Migration Process #1 Place order with Sage #2 Register on the Migration Portal #3 Download and Complete Documents #4 Back up the QuickBooks Database #5 Upload Documents and Database #6 Download the “Test” Conversion #7 Schedule the Migration #8 Download “Live” Conversion #9 Finalize Conversion on the Migration Portal #10 Work with Business Partner to Finalize Implementation

Unless otherwise noted, Sage MAS 90 will be used throughout this document to refer to Sage MAS 90 Small Business Edition, Sage MAS 90 ERP, Sage MAS 200 ERP, Sage MAS 90 Extended Enterprise Suite, and Sage MAS 200 Extended Enterprise Suite.

Our FREE conversion service supports the following U.S. QuickBooks Editions:

QuickBooks Pro, Premier, and Enterprise Editions 2005

2006

2007

2008

2009

The free conversion includes converting customers, vendors, parts, general ledger accounts, open balances, and one fiscal year of history for one QuickBooks company database. For a complete list of the data that can be converted, please refer to the QuickBooks Migration Feature. Planning and Training The best way for you to ensure a quick and easy transition to Sage MAS 90 is to begin the planning and training process early with your Sage MAS 90 Business Partner. For optimum results in your conversion and user productivity, we recommend that you begin three to four weeks prior to your conversion date. Your Sage MAS 90 Business Partner will help your migration and implementation. You will also want to make sure your staff is trained so that you are able to use all the power of your new Sage MAS 90 system. Sage and Sage Business Partners offer many options for training. Remember, the best way to maximize the return on your investment (ROI) is to make sure you and your staff are fully trained. Realistic Expectations Our QuickBooks-to-Sage MAS 90 Data Conversion service meets the needs of most companies, but it is not for everyone. Companies with very specialized requirements such as custom conversions, reports, or programming services should discuss alternative methods of migration with your business partner. *Free migration service only available with purchase of one of the following: Sage MAS 90, Sage MAS 200, Sage MAS 90 Small Business Edition, Sage MAS 90 Extended Enterprise Suite or Sage MAS 200 Extended Enterprise Suite. Free migration service applies to the conversion of a single supported version of a QuickBooks database into a single Sage MAS 90 or Sage MAS 200 database. Conversion includes providing a “test” conversion and one final “live” conversion of one database and one fiscal year of history. Additional fees apply for converting a single database a third time, converting more than one year of history, reconverting history or converting additional QuickBooks databases. For a complete list of data that can be converted and additional add-on service fees, please see the Sage MAS 90 Migration Feature List. Offer valid through February 26, 2010.

QuickBooks-to-Sage MAS 90 ERP Conversion Service Process Step #1: Order the Conversion Service

Step #4: Back up the QuickBooks Database

Step #2: Register on the Migration Portal

Step #5: Upload Documents and QuickBooks Database

Contact your Sage Business Partner to order the conversion service. Please remember that if you have more than one company database or want to convert multiple years of history, you will need to order these additional services before beginning the migration process. Note: Additional fees will apply for additional services.

Within 24 hours of placing your order, you will receive a confirmation e-mail with your promotion code. You will use this code to Register on the Sage Migration Center Web Portal at SwitchToSage.SageMAS.com and get access to download the Migration Documents.

Step #3: Complete the Migration Documents The Customer Migration Preferences Checklist This document is used to specify what data you want to convert and your selection of how you want that data converted. It must be completed and uploaded onto the Sage Migration Portal at least one week prior to the scheduled “test” conversion date. If the completed checklist is delayed, it will impact your conversion schedule.

Customized field mapping (optional) The QuickBooks-to-Sage MAS 90 data conversion service offers an option for customizable mapping for general ledger accounts, bank information, taxes, vendors, customers, and items. An Excel® workbook is provided with separate worksheets for each of these items. For each of the customized field maps you want to use, you must complete and provide a workbook along with the completed Migration Preferences Checklist. This option is only necessary if you want to have complete control over your numbering scheme. If you do not require this level of control, you may choose from the available auto number options. Please refer to the Migration Preference Checklist for more details.

Sage MAS 90 shell database Select from three options for supplying the database: • Sage can convert your data into a generic company database. • If minor changes to the “generic” database are desired, Sage will provide you with a copy of the database, and you can outline requested changes in a text document. Sage will then use your preferences to modify the database. • If extensive changes are needed, you can modify the generic Sagesupplied database or you can create your own custom database from scratch. If you choose this option, you will need to complete the Initial Company Setup Checklist to ensure that certain parameters are set that are necessary for migrating data.

At the end of the business day prior to your conversion, back up your QuickBooks data and upload the file to the Sage Migration Portal. For information on how to back up your QuickBooks data, please refer to your QuickBooks documentation.

Log on to the Sage Migration Center Web Portal and upload the documents and databases from steps three and four.

Step #6: Download the “Test” Conversion

• Download the test conversion using your Sage Migration Portal log on information and copy the system and company database files it into your Sage MAS 90 installation. • Complete the Post-Conversion Checklist with your Sage MAS 90 business partner.

Step #7: Schedule the “Live” Migration

• Log on to the Sage Migration Portal and select a date (first and second choice) for receiving your final “live” converted database from Sage. • You will be notified via e-mail with the approved date or will be provided with an alternative date. • At least 7 business days prior to the “live” migration date, upload your most current QuickBooks company database. Note: failure to upload your data 7 days prior to the migration date may impact our ability to meet the migration date commitment.

Step #8: Download the Conversion

• Download the final conversion using your Sage Migration Portal log on information and import it into your Sage MAS 90 installation. • Complete the final Post-Conversion Checklist with your Sage MAS 90 business partner.

Step #9: Finalize the Conversion

• Once you have completed the final Post Conversion Checklist and the converted company information meets your needs, log on to the Sage Migration Portal and approve the conversion.

• This step lets us know that we can proceed with properly disposing of any sensitive information you may have supplied Sage including but not limited to your QuickBooks database, your Sage MAS 90 data and any reports we have generated using your data.

Step #10: Finish Implementing Sage MAS 90 • Your business partner will work with you to complete your implementation of Sage MAS 90.

Sage Migration Center Web Portal SwitchToSage.SageMas.com

Sage and your business partner wish you much success, and want to ensure you get the most out of your software!

Sage I 56 Technology Drive I Irvine, California 92618 I 800-854-3415 I www.SageMAS.com

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