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Replying to:
Candice C
QuickBooks Team

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Hey, @David_Sotomayor. 

 

Congrats on making your first post here in the Community. At this time, there isn't a way to process Sage 300 to QuickBooks Desktop. However, you can convert lists and reports by saving them as an Excel .CSV file to successfully move them to QuickBooks.

 

Here are some lists and reports you'll need from Sage 300: 

 

Lists

 

  • Vendors
  • Customers
  • Employees
  • Inventory/Items
  • Accounts

 

Reports

 

  • A/P Aging Detail 
  • A/R Aging Detail
  • Trial Balance
  • Balance Sheet

 

After you have saved reports and lists, I recommend contacting our Customer Support Team to help you import this information. They have more advanced tools to ensure the data imports successfully. 

 

If you have any other questions, please don't hesitate to ask. I'm always here to lend a helping hand. Take care!

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