Converting to Sage Business Cloud Accounting
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Conversion Guide and Import Templates
Converting to Sage Business Cloud Accounting from another accounting system is simple!
There’s information in your “old” set of books that need to be captured in Accounting – whether your old system was a manual set of books, a spreadsheet, one of our other desktop products or another accounting software system. Here are some helpful resources to help you with your transition.
There’s information in your “old” set of books that need to be captured in Accounting – whether your old system was a manual set of books, a spreadsheet, one of our other desktop products or another accounting software system. Here are some helpful resources to help you with your transition.
Import Templates
These are the individual import templates referenced in the above Guide. You will need these to complete your data import.
| Section | Template | |
|---|---|---|
| General Ledger | Accounts Import Template (Excel) | Download |
| Customer | Customer Import Template (Excel) | Download |
| Customer | Outstanding Invoices Import Template (Excel) | Download |
| Supplier | Import Template (Excel) | Download |
| Supplier | Outstanding Invoices Import Template (Excel) | Download |
| Item | Import Tempalte (Excel) | Download |