importing Records from Accounting version

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Hi All, I have been in business since 2016 but have just recently purchase Sage 50 Accounting - Canadian Edition and completed the Level 2 Accounting Modules e-learnings.

My current accounting firm uses Sage - Accounting version however they will not work with my accountant's copy (due to possible hacking?)

I've manually entered the chart of accounts that they provided but I'm finding entering historical data tedious as everything is on paper right now.  I've asked my accounting firm to export records for Accounts, Vendors, Customers and Employees but they say it won't work as they have the Accounting version. Is this correct?

If this is correct, is the only way to enter historical information is to ask for the Aged Detail Report for accounts, customers and vendors?

Steve

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  • 0 in reply to SR Heavy Equip Repair

    No, the ledger export is just the names and addresses of either employees, customers, vendors or the chart of accounts depending on the export.

    Have you confirmed if they are running the same year and if the file is at the Pro level that you are?  If so, they could just give you a backup of the entire file so you can have all the history.  Unfortunately I have seen some accounting offices run everything in Quantum and when they pass off the files to the client, the client then has to pay literally thousands of dollars a year to run their books.  But if they ran them in Pro, you likely could use that file if you and they are using the exact same version of Pro.