Migrate/Extract Data From Sage 50 To Sage 300

Sage 50 is an excellent choice for smaller businesses. But if your company is expanding and requires a system that can manage more complicated procedures. And at times remaining with a system that you have outgrown might be damaging to your company’s growth. At this time you require to migrate/extract data from Sage 50 to Sage 300 for your company’s flexibility and growth.

Migrating data is critical for businesses as they expand with newer versions of Sage. In this tutorial, you will get a detailed outline on how to migrate data from Sage 50 to Sage 300. The steps to migrate/extract data from Sage 50 to Sage 300 are outlined below.

You May Also Read: Migrate the Sage 50 to Sage 50c

Why do You Need to Migrate/Extract Data From Sage 50 to Sage 300?

To meet the demand of your growing business, you need to Migrate/Extract data from Sage 50 to Sage 300. By migrating your Sage from 50 to Sage 300, it can help in increasing your business scale.

Following are the Steps to Migrate/Extract Data From Sage 50 to Sage 300.

Migrating/Extracting data from Sage 50 to Sage 300 is very easy. Follow these steps mentioned below:

Method 1:

Step A: How Sage items Screen Looks Like

At the top of the screen you will see Maintain inventory items, below are the steps which you have to fill manually.

• The first step is to enter the item ID into the left-hand side of the screen.
• Fill in the description column after that.
• Following that, under the general column, tap on the description.
• Then select the choices that best suit your needs.
• You must enter the item’s price in the Price level 1 field.
• Then, select the ‘last unit cost’ option.
• Then, in the final unit cost, enter the amount you require.
• Fill in the UPC/SKU now.
• Then enter the part number that was provided to you.
• Enter the item type that you’re working with.
• Fill in the location selection with U/M and weight.
• Now fill up the blanks for the GL sales account, GL inventory account, and GL cost of sales account.
• Then finally, fill in the Item tax type in the provided field.
• Enter the proper chosen vendor ID.
• The final step is to enter the proper Buyer ID.

The First step is to enter the item ID into the left-hand side of the screen.

• Fill in the description column after that.
• Following that, under the general column, tap on the description.
• Then select the choices that best suit your needs.
• You must enter the item’s price in the Price level 1 field.
• Then, select the ‘last unit cost’ option.
• Then, in the final unit cost, enter the amount you require.
• Fill in the UPC/SKU now.
• Then enter the part number that was provided to you.
• Enter the item type that you’re working with.
• Fill in the location selection with U/M and weight.
• Now fill up the blanks for the GL sales account, GL inventory account, and GL cost of sales account.
• Then finally, fill in the Item tax type in the provided field.
• Enter the proper chosen vendor ID.
• The final step is to enter the proper Buyer ID.

Step B: How to convert Sage 50 to Sage 300

At the top of the screen you will see SAMCOM – I/C Items, below are the steps which you have to fill manually.

• The first step is to enter the item number.
• Fill in the category column with the appropriate category.
• Fill in the account activation code.
• Select the default pricing list now.
• Fill in the last name that was kept in the column.
• Fill in the costing method field.
• Then fill in the weight conversion factor and unit weight.
• Now finally, fill out the additional item information accurately next.
• Finally, save the above-mentioned manually entered data by clicking the Save button.

By following the above steps you will successfully migrate data from Sage 50 to Sage 300.

Method 2: How to import and export Sage 50 to Sage 300

STEP 1: Set up a new company

• Select the file to make a new company.
• At the start of creating the company’s new window, click Next.
• Fill in the blanks with your company’s basic information and click Next.
• Click next after selecting copy settings from an existing Sage 50 accounting company.
• Choose the firm from which you wish to rebuild and then click Next.
• Choose each company’s default configuration that you want to use.
• After selecting the proper accounting method, click Next.
• After selecting the proper posting method, click Next.
• Choose the accounting period format you desire, then press the Next button.
• Select the first period of your fiscal year, then click Next.
• Select the number of account periods you want in your fiscal year, as well as the start date.
• If your periods do not conclude on the final day of each month, change the end period dates for each period.
• Next should be selected.
• Finally, click Finish.

Step 2: Shared files should be copied.

• First, open your company file and create a backup.
• Select Company Information, then Maintain.
• Make a note of what is in the Directory field.
• Select Maintain when creating a new company.
• Make a note of what is in the Directory field.
• Close Sage 50—US Edition and go to the directory you noted in step 2.
• Choose and copy the file:
  • Recurex.dat
  • Report.dat
  • Rptdata.dat
• Navigate to the Directory you noted in step 3.
• Copy the files from step 5 and paste them here. To replace the existing files, choose Yes.

Step 3: Data from the existing company should be exported.

• Open the origin company
• Choose File, Choose Import/Export.
• On the left, choose General Ledger, and on the right, Budget List.
• Choose Export.
• Navigate to the Options tab.
• Include Headings is checked.
• Click the OK button.
• Repeat the previous procedures for each record you wish to export from your Sage 50 existing company.
• Close the company of origin by selecting File, Close.

Step 4: Import record data into the new company.

• Choose File, then Open Company.
• Click OK after selecting the new firm.
• Choose File, Choose Import/Export.
• On the left, choose General Ledger, and on the right, Budget List.
• Choose Import.
• Navigate to the Options tab.
• Choose First Row Contains Headings from the drop-down menu.
• Click the OK button.
• If you created a backup of the new company in Section I, click Yes to proceed.
• Compare records from the two firms to ensure that all records were imported.
• Create a fresh backup of the firm after a successful import. This is critical since this will be your new restoration point.
• Repeat the previous steps for each record you want to import into your new Sage 300 company.

Last Words

It won’t take much of your time to Migrate/Extract data from Sage 50 to Sage 300. Once you migrate/extract data, it will get you in easy managing your data and overall business growth.

Hope, now that you know how you can Migrate/Extract data from Sage 50 to Sage 300. You can easily do it. However, if you are still stuck or have queries, you can contact our Sage customer helpdesk for easy and quick assistance.

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