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Changing Softwares from QB to Sage

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Hi and thanks in advance for your help!  Just wondered if I need to load all the historical data from my QB online account when I change over to Sage online?  

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By paulwakefield1
03rd May 2019 09:34

Short answer: No

Longer answer: Maybe

Will you still have access to historical data if you don't transfer it? I am not familiar with QB's data access policies but what is their policy for accessing data on lapsed accounts? Do you have perhaps sufficient downloaded records?

You need historical data for two reasons: for your own information and to fulfil your various statutory responsibilities. If you have historical data within your control that meets those needs, then just start on Sage with an opening Trial balance (assuming this is at the start of the financial year and bearing in mind that inevitably it is not quite as straightforward as that especially if VAT is involved).

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By MissAccounting
03rd May 2019 09:41

Dont move over to Sage, you'll regret it...

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By Tim Vane
03rd May 2019 10:25

FROM QB TO Sage? Surely not!

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By carnmores
03rd May 2019 12:20

i cant think of one good reason for such a move , why are you making this move?

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Replying to carnmores:
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By director1234
07th May 2019 06:13

For invoicing mainly. Sage invoices use Stripe and QB only works with Paypal which charges extortionate credit card payment fees.

Would it be better if I used a totally different invoicing software and then stick with QBO?

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Replying to director1234:
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By MissAccounting
07th May 2019 09:10

director1234 wrote:

For invoicing mainly. Sage invoices use Stripe and QB only works with Paypal which charges extortionate credit card payment fees.

Would it be better if I used a totally different invoicing software and then stick with QBO?

Look at Xero then, intergrates with Stripe and GoCardless plus many others.

Dont use Sage, ever.

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Chris Downing
By Chris Downing
03rd May 2019 15:50

Are you aware you can migrate data for free from QBO to Sage Business Cloud Accounting?
Just follow this link:
https://www.sage.com/en-gb/sage-business-cloud/accounting/switch-to-sage/
https://www.movemybooks.co.uk/moving-to-sage

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Replying to Chris Downing:
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By carnmores
03rd May 2019 16:13

always a joy to hear from a Sage product manager, the questions 'why on earth would you want to' remains

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By paulwakefield1
07th May 2019 10:27

I wouldn't be too put off by comments about Sage. They all have their shortcomings and to be honest I dislike QBO even more than Sage*. Xero perhaps not quite as much (the jury is out).

*To be fair that is comparing Sage desktop rather than Online

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Replying to paulwakefield1:
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By MissAccounting
07th May 2019 11:28

paulwakefield1 wrote:

I wouldn't be too put off by comments about Sage. They all have their shortcomings and to be honest I dislike QBO even more than Sage*. Xero perhaps not quite as much (the jury is out).

*To be fair that is comparing Sage desktop rather than Online

Sage online is worse than the desktop version, far worse.

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