From our friends at Avalara: The New York State Department of Taxation and Finance announced that due to the South Dakota v. Wayfair Supreme Court ruling last year, an existing provision in New York Sales Tax Law defining a sales tax vendor became immediately effective. Any business within this definition making taxable sales into the state is required to be registered as a New York State vendor and to collect & remit sales tax. This can impact your clients and they should know.
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Choose QuickBooks Enterprise or Advanced
Business Software & Apps, Free Resources, News & Resources, QuickBooks, QuickBooks Desktop, QuickBooks Online, Recent News, Tips & Tricks
We recommend QuickBooks because we:
- Know its vast array of functional capabilities, and
- Understand its high flexibility in accommodating wide ranges of varying solution configurations.
This allows us to design a custom-tailored solution to meet and exceed your business needs.
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Sage Migration to QuickBooks: Step-by-Step Guide
Switching accounting platforms can feel overwhelming, but if you’re moving from Sage to QuickBooks, you’re not alone—and you’re likely making a strategic business decision. Whether you’re using Sage 50, Sage 100, or another version, transitioning to QuickBooks can simplify operations, reduce costs, and improve usability. In this guide, we’ll break down everything you need to know about a Sage migration to QuickBooks, including what to expect, common challenges, best practices, and real-world examples.
Why Businesses Are Migrating from Sage to QuickBooks
While Sage has long been a trusted accounting tool, many small to mid-sized businesses are discovering that it no longer meets their evolving needs. QuickBooks—particularly QuickBooks Online Advanced—offers cloud-based flexibility, improved automation, and better integration with modern tools.
1. Cloud Accessibility
Unlike most Sage products, QuickBooks Online allows users to access their financial data from anywhere, on any device—ideal for remote teams or business owners on the go.
2. Lower Costs
Sage often requires separate modules or third-party add-ons for functions that are natively included in QuickBooks. According to Software Advice, Sage 50 can cost $500–$1,500 annually, while QBO Advanced offers more features at a lower cost (~$200/month for up to 25 users).
3. User-Friendly Interface
QuickBooks is built for business owners—not just accountants. It’s intuitive, visual, and designed with usability in mind.
4. Integration Ecosystem
QuickBooks connects with 750+ third-party apps, including CRMs, time-tracking tools, and eCommerce platforms like Shopify, Stripe, and Gusto.
What Can You Expect from a Sage Migration to QuickBooks?
The Sage to QuickBooks migration process involves several steps: data preparation, file conversion, data import, and post-migration reconciliation. The complexity of the migration depends on the Sage version you’re using and the volume of historical data.
Common Data Points That Can Be Migrated:
Source: Intuit QuickBooks Data Services
How to Migrate from Sage to QuickBooks: Step-by-Step
Step 1: Evaluate Your Current Sage Setup
Before migrating, assess your chart of accounts, open balances, and historical data needs. Also, identify third-party integrations that need to be replaced or reconnected.
Step 2: Choose the Right QuickBooks Version
Most former Sage users choose either:
-
QuickBooks Online Advanced – For cloud-based flexibility
-
QuickBooks Desktop Premier or Enterprise – For industry-specific features and local control
Step 3: Prepare Your Sage Data
-
Run reports for your trial balance, AR and AP aging, general ledger, and inventory valuation
-
Export data in CSV or Excel formats from Sage
-
Clean up inactive accounts, customers, and vendors
Step 4: Convert and Import Your Data
You can use:
-
Intuit’s Data Conversion Service
-
Third-party tools like Dataswitcher, SaasAnt, or Transaction Pro
Work with a ProAdvisor to ensure accurate mapping of your chart of accounts and transaction types.
Step 5: Post-Migration Review
-
Run a trial balance in QuickBooks and compare it to Sage reports
-
Verify open invoices, bills, and bank balances
-
Reconnect your bank feeds and rebuild any custom reports
Real-World Example: Construction Business Migration
Client: A mid-sized construction company using Sage 100 Contractor
Challenges:
-
Cumbersome reporting tools
-
Limited remote access
-
High cost of add-ons for time-tracking and payroll
Solution: Migrated to QuickBooks Online Advanced, set up custom workflows for job costing and used integrations like TSheets and Buildertrend.
Results:
-
Saved $9,000 annually on software and maintenance
-
Reduced month-end close time by 35%
-
Increased field team reporting efficiency by 50%
Sage vs QuickBooks: Key Feature Comparison
Common Migration Challenges (and How to Avoid Them)
1. Chart of Accounts Mismatch
-
Solution: Map Sage accounts to QuickBooks accounts in advance. Simplify where possible.
2. Data Overload
-
Solution: Only migrate the last 1–2 years of transactions. Archive the rest.
3. Custom Reports Don’t Transfer
-
Solution: Rebuild them using QuickBooks’ custom fields and filter options.
4. Inventory Quantity Errors
-
Solution: Perform a stocktake and adjust item quantities during setup.
FAQs About Sage Migration to QuickBooks
Q: How long does the migration take?
A: Small business migrations can be completed in 2–5 business days. Larger or multi-entity migrations may take 2–3 weeks.
Q: Will I lose my historical Sage data?
A: Not necessarily. You can export and archive older Sage data and import summaries into QuickBooks.
Q: Can I migrate Sage payroll data to QuickBooks?
A: No. You’ll need to set up payroll in QuickBooks from scratch. Historical reports can be exported from Sage for reference.
Q: Can I still access Sage after the migration?
A: Yes. You’ll retain read-only access to your Sage software (assuming your license allows it), which can be helpful during audits or transition periods.
Q: Do I need a third-party tool for migration?
A: For best results, yes. Tools like Dataswitcher or help from a QuickBooks ProAdvisor ensure smoother transitions with fewer errors.
Final Thoughts
A Sage migration to QuickBooks is more than a data move—it’s a strategic shift toward a more agile, cloud-based financial system. With the right planning and support, your business can benefit from cost savings, better usability, and a platform that scales with your growth.
At Out of the Box, we’ve handled hundreds of Sage-to-QuickBooks migrations for businesses in industries ranging from construction to professional services. We know the process inside and out—and can help you avoid costly mistakes.
Need Help with Your Sage Migration to QuickBooks?
Let our certified QuickBooks ProAdvisors handle the heavy lifting. We offer full-service migration, account setup, training, and ongoing support.
Book a free consultation today to get started.
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MYOB Migration to QuickBooks: Step-by-Step Guide
As your business grows and evolves, so do your accounting needs. While MYOB (Mind Your Own Business) has long been a staple accounting solution for many Australian and New Zealand businesses, it may not offer the scalability, integrations, or cost-efficiency required for modern operations—especially if you’re expanding globally or shifting to a more cloud-centric tech stack.
In this comprehensive guide, we’ll walk you through everything you need to know about a MYOB migration to QuickBooks, including why businesses make the switch, what data you can transfer, how to prepare, and how to ensure the transition is smooth and accurate.
Why Businesses Are Switching from MYOB to QuickBooks
Both MYOB and QuickBooks offer core accounting functions, but QuickBooks—particularly QuickBooks Online—is better suited to businesses that value flexibility, automation, and a broad integration ecosystem.
1. Better Cloud Functionality
While MYOB has introduced cloud-based offerings (like MYOB Business and AccountRight Live), QuickBooks Online was built as a cloud-first platform with native mobile apps, real-time syncing, and no dependency on desktop software.
2. Greater Integration Capabilities
QuickBooks integrates with over 750 apps, including Shopify, Stripe, HubSpot, and Gusto. This makes it ideal for businesses seeking automation and streamlined operations.
3. Cost Efficiency
MYOB’s pricing tiers often increase with added features, and add-ons like payroll or multi-currency can inflate the total cost. In contrast, QuickBooks offers bundled features at a predictable monthly cost—often resulting in significant savings.
4. Stronger North American Support
If you’re a MYOB user expanding into North America, switching to QuickBooks makes sense. It supports U.S. tax forms, payroll compliance, and integrates directly with U.S. banking systems.
5. User-Friendly Interface
QuickBooks is designed for small business owners and bookkeepers, making it easier to navigate, train teams, and reduce reliance on accountants for daily tasks.
What Types of MYOB Users Should Consider Migrating?
You should consider a MYOB migration to QuickBooks if:
-
You want fully cloud-based accounting software
-
Your business is expanding outside Australia/New Zealand
-
You’re using multiple third-party tools that don’t integrate well with MYOB
-
You need U.S. tax or payroll support
-
You’re looking to cut down on software costs and streamline operations
What Data Can Be Migrated from MYOB to QuickBooks?
Depending on your MYOB product (e.g., AccountRight, Essentials, MYOB Business), different levels of data accessibility will be available. Here’s a general overview of what can be transferred:
Source: Intuit QuickBooks Data Services, Dataswitcher
How to Migrate from MYOB to QuickBooks: Step-by-Step
Step 1: Prepare Your MYOB Account
-
Reconcile your accounts
-
Archive inactive customers, vendors, and accounts
-
Run final reports (Trial Balance, P&L, A/R and A/P Aging)
-
Back up your MYOB data
Step 2: Choose Your QuickBooks Version
Most MYOB users move to:
-
QuickBooks Online Plus – great for small businesses with basic inventory needs
-
QuickBooks Online Advanced – ideal for growing teams that need custom roles, workflows, and advanced reporting
Step 3: Export Data from MYOB
Use MYOB’s export tools to extract:
-
Chart of accounts
-
Customers and suppliers
-
Sales and purchase transactions
-
Inventory reports (if applicable)
MYOB typically exports data in .CSV, .TXT, or .XLS formats.
Step 4: Import Data into QuickBooks
-
Use QuickBooks’ native CSV import tools
-
For more complex imports (like multi-line transactions), use tools such as SaasAnt, Transaction Pro, or Dataswitcher
-
Rebuild recurring transactions, re-establish bank feeds, and reconfigure tax settings
Step 5: Post-Migration Review
-
Compare reports in MYOB and QuickBooks (Trial Balance, AR/AP, Inventory Valuation)
-
Re-enter payroll data (if applicable)
-
Rebuild custom reports and templates
Real-World Example: E-Commerce Business Migration
Client: A mid-sized Australian e-commerce company
Challenge: MYOB AccountRight lacked seamless integrations with Shopify and inventory automation tools.
Solution: Migrated to QuickBooks Online Plus, paired with DEAR Inventory and Shopify integration.
Outcome:
-
Improved inventory accuracy by 95%
-
Reduced manual data entry by 60%
-
Cut monthly software costs by $180/month
MYOB vs QuickBooks: Feature Comparison
Common Challenges in MYOB Migration to QuickBooks (and How to Overcome Them)
1. Account Mapping Errors
MYOB’s account structure may differ from QuickBooks. Use a simplified chart of accounts and review all mappings before importing.
2. Payroll Data Transfer
QuickBooks does not support direct payroll data import from MYOB. Export payroll reports from MYOB and set up payroll fresh in QBO.
3. Custom Reports
Custom templates and reports will need to be recreated using QuickBooks’ built-in tools or custom fields.
4. Inventory Sync Issues
Verify inventory quantities and reconcile product SKUs before migrating. Tools like DEAR Inventory or Cin7 can help if your inventory needs are advanced.
FAQs About MYOB Migration to QuickBooks
Q: Can I migrate my entire MYOB history into QuickBooks?
A: Most migrations include 12–24 months of history. Older data can be archived or summarized with journal entries.
Q: How long does a MYOB to QuickBooks migration take?
A: Basic migrations take 2–5 business days. Larger businesses or multi-entity setups may take 1–3 weeks.
Q: Will I lose any data in the migration?
A: Some data types (e.g., attachments, payroll) won’t transfer directly. Export these and store securely before canceling MYOB.
Q: Can I access MYOB after switching?
A: Yes, you can retain read-only access or export your reports before ending your subscription.
Q: What’s the best QuickBooks version for former MYOB users?
A: QuickBooks Online Plus or Advanced, depending on your user count, reporting needs, and inventory complexity.
Final Thoughts
A MYOB migration to QuickBooks is a strategic decision for businesses seeking greater efficiency, cloud flexibility, and cost savings. QuickBooks offers intuitive design, powerful integrations, and robust U.S. support that MYOB can’t always match—making it a smart choice for businesses looking to scale beyond local limitations.
At Out of the Box, we specialize in MYOB to QuickBooks migrations, helping you transition with zero downtime and maximum accuracy.
Need Help Migrating from MYOB to QuickBooks?
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