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Best software when migrating from Sage 50 Accounts

Is there any software that will allow easy migration from Sage 50 Accounts, keeping historic data.

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Preferably I'm looking for a desktop solution rather than cloud based, that can be easily learned by older clients who are resistent to leaving Sage. It is very important that historic data can be imported into the new system fairly easily and quickly. It would need to be practice friendly, allowing up to 10 companies and two users at a reasonable price. 

 

 

 

Replies (21)

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By Andy556
15th Nov 2020 18:23

If you're looking for desktop software then Sage is probably the best, why do they want to leave? What other features are needed?

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Replying to Andy556:
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By LucyCharles
15th Nov 2020 21:25

We have had numerous issues with Sage 50 (bookkeeping and payroll) over the last 2 years with support now being negligible, with waits of over an hour and then limited or no assistance with problems caused by software failure.
We would like to move our clients to another platform but are aware that this will be difficult. We have been looking at Moneysoft for payroll but have not yet found anything suitable for bookkeeping.
We require basic bookkeeping software with invoicing, management reports and MTD although, as we are using the MTD bridging module at present, have been considering using 'datadear' if necessary.
The reason we would prefer desktop software is due to broadband and internet issues in remote areas.

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Replying to LucyCharles:
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By Andy556
15th Nov 2020 21:57

Definitely avoid cloud then if there is internet issues.
Moneysoft is really good.
Datadear is just an excel add on as far as I'm aware, I've used it for reporting but nothing else so can't really recommend or advise against it.
I've never used Sage support, the clients I used to have on Sage had older versions and didn't pay for support as it was massively overpriced.

I've heard Freshbooks is OK, they do a desktop version according to their website

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By frankfx
15th Nov 2020 21:48

VT transaction
60 day trial
Add VT final accounts, and you can file vat returns
Or still use other apps

Simple to use
Many Awebers use it

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Replying to frankfx:
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By Matrix
15th Nov 2020 21:58

You can pay £75 a year to use MTD, you don’t need to subscribe to final accounts.

I doubt you can import Sage data which sounds as if it is a requirement.

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Replying to Matrix:
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By LucyCharles
15th Nov 2020 22:30

Yes, transferring data is the biggest issue.

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Replying to frankfx:
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By Truthsayer
15th Nov 2020 23:38

I second that recommendation for VT Transaction Plus. It is simple to use, very cheap, does everything you need, and I have never found a single bug. Using it will make you ask why other software is so much more expensive, complicated, and bug-riddled. You will also find yourself asking why you didn't adopt VT+ years ago. I have never known anyone regret getting VT+. Importing data is possible provided you format it into a spreadsheet compatible with VT.

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Replying to frankfx:
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By landscaper
16th Nov 2020 14:22

VT based on your criteria - excellent software

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By paulwakefield1
16th Nov 2020 08:15

I am a great advocate for VT and enjoy using it but do check that you can get the data you want into it. An old AWeb question on this established that customer and supplier data cannot be imported and I doubt anything has changed since then.

Other things to be aware of :

It is not multi user so you cannot have 2 users on the same company at the same time.

If you have any foreign currency requirements, test it to ensure you are happy with the way it operates. It is fine at a transaction level but you may find the way revaluations work and the fx reporting frustrating.

There is not a detailed audit trail history in the sense of being able to tell what was posted when and by whom or when, or if, a transaction has been edited.

If these are not issues for you, I would thoroughly recommend VT as an option. It is well proven, quick, strangely enjoyable to use and, as others have said, as bug free as any software I have come across.

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Replying to paulwakefield1:
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By LucyCharles
16th Nov 2020 09:47

I am grateful for all of the responses but it does seem that VT will not avail me of the processes I require, so........
If I can find a way past the IT issues, what would be the best recommendation please?

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Replying to LucyCharles:
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By paulwakefield1
16th Nov 2020 10:15

As far as the accounting side is concerned, are you sure Sage is not salvageable? I can sense your frustration with it but my expereince of Sage has been that it is pretty stable and my clients have not needed Sage support for years (famous last words).

I am not sure if Johndon68 still frequents this site but his Sage expertise might well be able to help.

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Replying to paulwakefield1:
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By LucyCharles
16th Nov 2020 10:37

I have had horrendous issues with Sage payroll recently, when a bad automatic update was released but withdrawn after 2 hours. There was no notification and nothing on their website to alert anyone whose software had updated. My client found it impossible to get through to Sage and eventually approached me after weeks of trying to resolve the problem they had. I spent hours attempting to contact Sage and it has taken a lot of effort to put things right, which my client wanted Sage to pay for. I was told my client should not have requested assistance from me and should have used their own support package to resolve the issue.

If a similar problem were to occur with Sage Accounts, it could wreak havoc. As I have also been experiencing several problems with their MTD module, I think that now might be a good time to change.

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Replying to LucyCharles:
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By Cheshire
16th Nov 2020 11:54

'If'
have you actually had any issues with Sage Accounts? Its a very stable product IMO.

You can have 'ifs' with other software. So just keep Sage Accounts. It is working for your clients.

Ditch the overpriced payroll, not even that user friendly. Moneysoft or Brightpay good alternatives.

Also - dump the MTD module. Just use bridging software. I use VT as a bridger, but then I have it for final accounts so the MTD module is just a bonus. Plenty of free/cheap but good bridging software out there.

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Replying to Cheshire:
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By LucyCharles
16th Nov 2020 12:14

Had issues with licence renewal earlier in the year, which was eventually sorted for current year but will be an ongoing issue as our account manager left before fully resolved.........and nobody told us that he had left.

Maybe what will seem a very small problem but the recurring entries returned an error yesterday where the monthly payment dates changed correctly for all but one journal (30/09 to 30/10, rather than 31/10) which then meant the journals did not balance. Not an obvious thing to happen, so checked every journal entry for values before eventually finding that the system itself had hiccupped!

Maybe I'm just really fed up with the Sage team's attitude nowadays, when they used to be so helpful but no longer seem to care.

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By OldParkAcct
16th Nov 2020 08:46

Another vote for VT, if you want something simple and desktop based. The solution to the historic data is to export the sage data as a csv file and you then have a sortable database for past transactions if needed.

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Replying to OldParkAcct:
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By LucyCharles
16th Nov 2020 10:22

I am grateful for all of the responses but it does seem that VT will not avail me of the processes I require, so........
If I can find a way past the IT issues, what would be the best recommendation please?

Thanks (0)
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By frankfx
16th Nov 2020 12:39

Is it sage bookkeeping or payroll causing the problem.

Sage desktop, what problems are you suffering?

Few I would have thought.

Moneysoft payroll is excellent.

Explain the problem in more detail, then you may get focused answers.

Help us to help you.

I too would be interested to learn of a half way house between VT and sage desktop.

Bite the bullet

If VT is not the desktop solution, then
Sage desktop may be your only salvation, with the expectations you have outlined.

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Replying to frankfx:
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By LucyCharles
16th Nov 2020 13:40

Thank you everyone for your thoughts and suggestions. Amazingly Sage have just offered a small amount of compensation in relation to the payroll problem, which I expect my client will accept but I imagine we will still go ahead with moving to Moneysoft in April.

Sadly it looks as if we will need to continue with Sage Accounts for the time being .

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By Rgab1947
19th Nov 2020 11:27

Both Quickbooks and Xero have very easy migrations from Sage desktop.

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Morph
By kevinringer
19th Nov 2020 13:42

We've been using Moneysoft Payroll Manager for 10 years. It's good but not perfect. One problem we face is weekly paydate is set to the same day of the week for all workers. That is usually the case for employees but not CIS.

We've been using Sage desktop for 30 years. I personally wouldn't use anything else. We do 'promote' QuickBooks Online but I much prefer Sage.

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Replying to kevinringer:
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By LucyCharles
19th Nov 2020 14:03

Thank you. Your comments are really useful.

I've been using Sage for a similar amount of time and used to be it's greatest advocate but sadly it's just not the case any more. I have to admit that I'm not sure there's anything better in the accounts software though.

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