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RA Treasurer

Old old system - need to modernise : Simply Accounting 2009

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Posted By

Hello Sage Community.

My long standing treasurer at my non profit has decided to step down - turns out he's using a Windows 7 laptop with Simply Accounting 2009 to run the organisations finances - I had no idea.

Luckily he has run regular backups and doesnt use the laptop for much else.

However - how do I take my data and move to an online version without too much trouble? If such a way exists...

Thanks for helping a newcomer.

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    SUGGESTED

    Hi  ,

    Thank you for reaching out. It's great to hear that you have regular backups ready; that's an important first step for transitioning your data.

    Based on the article from our Sage Knowledgebase, to update from Simply Accounting 2009, you would need a base version of Sage 50 2009 Pro or higher. Since the First Step version was discontinued in 2018, your Simply Accounting 2009 files would require at least Sage 50 2019 Pro to upgrade.

    Once you have the right version of Sage 50, you can use the conversion wizard included in Sage products to help with the migration. For a seamless transition to an online version like Sage Business Cloud Accounting, you will need to subscribe to Sage Accounting Plus, as the migration tool is available for Plus subscribers in Canada.

    Please visit our Migration Page for detailed instructions on transferring your data and consult the Migration Guide for further assistance. Should you require a higher version of the software or face any complexities, please call Sage 50 Canada Support at 1-888-261-9610 for direct help with data repair and software exchange or upgrade.

    If this helps please mark it as verified :)

    Warm Regards,
    Erzsi

Reply
  • 0
    SUGGESTED

    Hi  ,

    Thank you for reaching out. It's great to hear that you have regular backups ready; that's an important first step for transitioning your data.

    Based on the article from our Sage Knowledgebase, to update from Simply Accounting 2009, you would need a base version of Sage 50 2009 Pro or higher. Since the First Step version was discontinued in 2018, your Simply Accounting 2009 files would require at least Sage 50 2019 Pro to upgrade.

    Once you have the right version of Sage 50, you can use the conversion wizard included in Sage products to help with the migration. For a seamless transition to an online version like Sage Business Cloud Accounting, you will need to subscribe to Sage Accounting Plus, as the migration tool is available for Plus subscribers in Canada.

    Please visit our Migration Page for detailed instructions on transferring your data and consult the Migration Guide for further assistance. Should you require a higher version of the software or face any complexities, please call Sage 50 Canada Support at 1-888-261-9610 for direct help with data repair and software exchange or upgrade.

    If this helps please mark it as verified :)

    Warm Regards,
    Erzsi

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