Quickbooks To Mas Migration Preferences

QuickBooks® to Sage MAS Migration Customer Preferences Checklist Company name: Contact name: Phone: E-mail: Customer ID: Business partner name: Business partner ID (optional):

1. Sage product purchased (migrating to): Sage MAS 90 Version ______

Sage MAS 90 Extended Enterprise Suite Version ______

Sage MAS 200 Version ______

Sage MAS 200 Extended Enterprise Suite Version ______

Sage MAS 90 Small Business Edition Version ______

2. Please check all the modules included in your new Sage MAS 90* system: General Ledger

Work Order

Accounts Receivable

Bank Reconciliation

Accounts Payable

Electronic Reporting

Payroll

TimeCard

Inventory Management

Material Requirements Planning

Sales Order

Visual Integrator

Purchase Order

Fixed Assets

Return Merchandise Authorization

e-Business Manager

Job Cost

Custom Office

Bill of Materials

Bar Code

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

3. Version of QuickBooks (migrating from): Select the edition and the version number of QuickBooks you are converting from. Edition Pro Edition U.S.

Premier Edition U.S.

Enterprise Edition U.S.

Year 2005

2006

2007

2008

2009



4. Database Information: Free migration includes conversion of one database. (Additional database conversions can be purchased for $350 per database and must be purchased in advance of submitting a database to be converted.)

In the space provided, specify the company name, administrator user ID, and password for each database to be converted.

Company ID

Administrator User ID

Password





5. Years of History: Free migration includes conversion of one fiscal year of history. (Additional years of history can be purchased for $125 per year per company database and must be purchased in advance of submitting a database to be converted. Six or more additional years of history are available for $750 per company database. Maximum total number of years of history is 10.)

Company ID



Years of History

6. Data: Indicate the type of data to be converted by checking the boxes in each area below. General Ledger

Customer and Receivable Information

Vendor and Payable Information

General Ledger Masters Customer Masters Vendor Masters

• Chart of Accounts



• Budget









Parts



• Customer Contacts

General Ledger Transactions & Balances

Inventory

• Customers











• Vendors









• Vendor Contacts

• Sales Reps





• Payment Terms



• Sales Tax Codes



• Open Invoices



• Payment Methods



• Open Purchase Orders

Vendor Open & Historical Transactions

Customer Open & Historical Transactions

• Open Invoices



• Open Sales Orders



• Invoice History



• Payment History



• Adjustment History



• Payment Terms



On Hand Balance











• Invoice History • Payment History • Adjustment History

7. Select your preference for providing an initial Sage MAS 90 company, to be used for data conversion: (choose only one) Generic company database supplied by Sage Sage modified company database – If MINOR changes to the “generic” database are desired, Sage will provide you with the template database for evaluation, and make the changes that you outline in a Microsoft® Word document. Customized company database – If EXTENSIVE changes are needed, you will be able to modify the generic company database or create a new custom database. Please review the QuickBooks to Sage MAS Migration Initial Company Setup Checklist for details that must be established in the database prior to conversion.



Conversion Preferences For each of the following sections, please indicate how you would prefer your IDs to be created in Sage MAS 90, including your Chart of Account Numbers, Customer IDs, Part IDs, and Vendor IDs. Choose only one numbering option for each type. For example, when migrating Customer IDs, you can choose to provide a mapping file or you can choose one of the three auto-numbering options.

General Ledger Chart of Accounts User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “GL Account” Worksheet in the “Sage MAS 90 Mapping File.xls” Auto Number Numeric account codes are generated automatically using the starting number and increment that you define. Starting Number Number Increment Note: Starting Number must be equal to the desired general ledger account “segment size.”

Example: Starting Number Number Increment Account Numbers Created

1000 10 1000, 1010, 1020, etc.

Bank Accounts User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “Bank Code” Worksheet in the “Sage MAS 90 Mapping File.xls” Auto Number Bank codes are automatically assigned alphabetically. For example, A for Bank1, B for Bank2, and C for Bank3.

Sales Tax Tax Class IDs User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “Tax Class” Worksheet in the “Sage MAS 90 Mapping File.xls” Auto Generation Tax Class is automatically assigned for you with specific abbreviations. Example: QuickBooks Sales Tax Code Tax LBR NON

Description Taxable Sales Non-Taxable Labor Non-Taxable Sales

Sage MAS 90 Auto Gen Tax Class TX LB NT

Auto Gen Description Taxable Sales Non-Taxable Labor Non-Taxable Sales

Tax Code IDs User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “Tax Code” Worksheet in the “Sage MAS 90 Mapping File.xls” Auto Number (choose only one option below)

Auto Number Option A - Auto Number

Numeric Tax Codes are generated automatically using the starting number and increment that you define. Note: Starting number cannot exceed eight characters. Starting Number



Number Increment

Auto Number Option B - Tax Initials

Tax Codes are auto-generated using the first three initials of the tax name followed by three numeric characters. For example: code for “County Sales Tax” would be “CST001.”



Auto Number Option C - Tax Name

Tax Codes are auto-generated using the first three characters of the tax name. For example: code for “County Sales Tax” would be “COU001.”

Tax Schedule IDs User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “Tax Code” and “Tax Schedule” Worksheets in the “Sage MAS 90 Mapping File.xls” Auto Number (choose only one option below)

Auto Number Option A - Auto Number





Numeric Tax Codes are generated automatically using the starting number and increment that you define. Note: Starting number cannot exceed eight characters. Example: Numeric Tax Class and Tax Schedule codes would be automatically generated using a user-defined starting number 1000, at an increment of 10 resulting in codes 1000, 1010, and 1020. Starting Number Number Increment



Auto Number Option B - Tax Initials

Tax Codes are auto-generated using the first three initials of the tax name followed by three numeric characters. For example: code for “County Sales Tax” would be “CST001.”



Auto Number Option C - Tax Name

Tax Codes are auto-generated using the first three characters of the tax name. For example: code for “County Sales Tax” would be “COU001.”

Customer Information Customer IDs User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “Customer” Worksheet in the “Sage MAS 90 Mapping File.xls” Note: If you plan to segment customers by division, then a User Defined Mapping file must be supplied. The division number must be indicated as a two-digit prefix for each customer ID. Example: If the Customer ID “Bank” should be assigned to division 1, the ID would appear as “01-Bank.”

Auto Number (choose only one option below)

Auto Number Option A - Auto Number

Numeric customer codes are generated automatically using the starting number and increment that you define. Note: Starting number cannot exceed seven characters.



Example: Customer codes would be automatically generated using a userdefined starting number 1000, at an increment of 10 resulting in codes 1000, 1010, and 1020.



Starting Number Number Increment

Auto Number Option B - Company Initals Company Initials: Customer codes are generated using the first three initials of company names followed by three numeric characters. For example, code for “Bank of America” would be “BA001,” and “Bank of Australia” would be “BA002.”



Auto Number Option C - Company Name Company Name: Customer codes are generated using first three characters of company name. For example, code for “Bank of America” would be “BAN001” and “Bank of Australia” would be “BAN002.”

Vendor Information Vendor IDs User Defined Mapping File Choose this option if you prefer to have complete control over your numbering scheme. This option also requires you to complete the “Vendor” Worksheet in the “Sage MAS 90 Mapping File.xls” Note: If you plan to segment vendors by division, then a User Defined Mapping file must be supplied. The division number must be indicated as a two-digit prefix for



each vendor ID. Example: If the Vendor ID “Bank” should be assigned to division 1, the ID would appear as “01-Bank.”

Auto Number (choose only one option below)





Auto Number Option A - Auto Number

Numeric vendor codes are generated automatically using the starting number and increment that you define. Note: Starting number cannot exceed seven characters. Example: Vendor codes would be automatically generated using a userdefined starting number 1000, at an increment of 10 resulting in codes 1000, 1010, and 1020. Starting Number Number Increment



Auto Number Option B - Company Initials Vendor codes are generated using the first three initials of company names followed by three numeric characters. For example, code for “Bank of America” would be “BA001,” and “Bank of Australia” would be “BA002.”



Auto Number Option C - Company Name Vendor codes are generated using first 3 characters of company name.



For example, code for “Bank of America” would be “BAN001” and “Bank of Australia” would be “BAN002.”

Items/Parts Part IDs User Defined Mapping File Note: As per “Item” Worksheet in “Sage MAS 90 Mapping File.xls” format.

Auto Number (choose only one option below)

Auto Number Option A - Auto Number Auto Number Settings: Numeric Item codes are generated automatically using the starting number and increment that you define. Note: Starting number cannot exceed seven characters.



Example: Numeric Item codes would be automatically generated using a userdefined starting number 1000, at an increment of 10 resulting in codes 1000, 1010, and 1020.



Starting Number Number Increment Auto Number Option B QuickBooks Item Code

QuickBooks Item Code: The first 15 characters of the QuickBooks Item Code are converted into Sage MAS 90. If longer item codes were previously used, the item is truncated to 15 characters. If this results in duplicate item codes, the end of the code is appended with a -1, -2. Example: The first 15 characters of the Item Code for “Fluorescent Ceiling” and “Fluorescent Ceiling Lighting” are “Fluorescent Cei.” To prevent duplicates, the first item would be converted as “Fluorescent Cei,” and the second item would convert as “Fluorescent C-1.”



Auto Number Option C - Item Initials

Item Initials: Item codes are generated using the first three initials of the item name, and the last three characters are assigned a number. For example, “Fluorecent Ceiling Lighting” initializes a code as “FCL001.”



Auto Number Option D - Item Name Item Name: Item codes are generated using the first three characters of the







item name. Example: “Fluorescent Ceiling Lighting” would be “FLU001.”

*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 data database. Conversion includes providing a “test” conversion and one final “live” conversion of one database and a minimum of 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.

About Sage North America Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. At Sage, we live and breathe business every day. We are passionate about helping our customers achieve their ambitions. Our range of business software and services is continually evolving as we innovate to answer our customers’ needs. Our solutions support accounting, operations, customer relationship management, human resources, time tracking, merchant services, and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit, and real estate industries. Sage North America employs more than 5,000 people and supports nearly 2.9 million small and medium-size business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 14,500 people and supports 5.8 million customers worldwide.

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