Move or Migrate Sage 50 Data to New Computer or Server

In this article, how to move or migrate Sage 50 to new computer or server, will be thoroughly discussed accordingly and the process of doing the same will be displayed in an organized and smooth manner.

With its extensive capabilities and complex features, the application is desired by all small and large business owners. Many small businesses also use Sage to manage their accounting. Accounting software, of course, simplifies accounting and bookkeeping tasks. As a result, while Sage is a promising accounting solution, it may encounter issues similar to any other program. With all such issues emerging, there comes a time in accounting software, where you have to migrate Sage 50 to a new computer or server.

May be useful- Transfer Sage 50 Data to a New Computer

Sage 50 allows you to move this accounting software, including the existing Sage 50 license, from one computer to another. This helps in resolving certain problems occurring. This migration process is the easy fix to all problems. Migrating Sage 50 to a new computer or server is quite an easy task to do. A detailed step-by-step guide is presented below for a better understanding and easy work accessibility.

Ensure that you follow up on all the steps given below in the correct order to reduce the chances of facing unwanted errors.

The Method of Migrating or Move Sage 50 to New Computer or Server

Usually, there is more than one method to migrate sage 50 to a new Server. It consists of two available methods. They are known as follows:

A. To back up and restore corporate files manually.

B. To use adaptive data transmission software.

Let us dig right into the details of these methods.

A. To back up and restore corporate files manually

Experienced data migration software can help you move Sage 50 accounting software and company data files to a new server to save time and uncover an efficient method.

Method 1: To Launch Server Migration Software

Professional data transfer software can help you move Sage 50 accounting software to a new server with the company data file to save time and find an effective method.

Step 1: Load EaseUS Todo PCTrans on both computers

• On the source PC, Select “PC to PC” on the main screen of EaseUS Todo PCTrans and continue.

Step 2: Choose transfer direction – Old or New Computer

• For the next step, Old- Copy all data from your current old device to your new PC.

Step 3: Connect multiple computers

• Now, first, proceed to Navigate to your target PC’s IP address or device name and click Connect.
• Then, move to Provide your target PC’s login password and confirm by pressing OK.
• If you do not find the target PC among the listed devices, you may manually connect it by typing its IP address or device name.

Step 4: Choose and move apps, programs, and software to the new machine

• Now, for doing the same, you need to first, select what you want to migrate from your current computer to the target machine.
• And then, after you have selected your applications and programs, click “Transfer” to start the transfer process.

To use adaptive data transmission software

Step 1: Back up your Sage 50 Company file to an old machine.

• Being the program and the company.
• Next, choose Backup from the File menu, In the top left corner of the screen, 
• After the subsequent step, the “Sage 50 Accounting – Backup” window will open; enter your file name and then choose a location to save it in.
• Click OK to back up your data.

Step 2: On the new server PC, Sage 50 should be installed.

• The identical directory path is used: C: Program Files (x86) On the C disc, SagePeachtree is the suggested installation path. 
• If the Sage accounting application saved data at C: SagePeachtreeCompany, the server computer should utilize the same path.

May be useful- Move or Migrate Data from Sage 50 Canadian Edition to Sage HR & Payroll

How to Moving Data or Connecting Sage Accounting to Sage 50 Canada

Always back up Sage data before moving on to more advanced solutions. Understanding the database engines and application databases (DBs) your Sage product uses (such as Microsoft/Transact SQL, Pervasive SQL, MySQL, etc.) is necessary for these tasks. Back up all system and application databases needed for a complete restore before making any changes.

Tips to Follow Before Starting Moving or Connecting Data

• SBCA integration doesn’t need a Sage 50 cloud subscription.
  • This is not related to the SBCA subscription
• You must be using Sage 50 2023 Canadian Edition or later to connect with Sage Accounting or Sage Accounting Start.
• Sage 50 must be purchased and formally activated with a Sage 50 cloud subscription or SAN membership; it cannot be in trial mode.
• Sage 50 will not download SBCA zero-dollar invoices.
• Do not restore any backups after connecting SBCA to Sage 50.

Steps to Migrate from Sage Business Cloud Accounting to Sage 50 Canadian Edition

Follow the below steps and instructions to permanently move or connect your Sage Business Cloud accounting to Sage 50 Canadian Edition.

Section 1: Log in to Sage Business Cloud Accounting

• Login at https://mysageone.ca.sageone.com/login

Section 2: Preliminary setup

• In case you do not have an existing Sage 50 file, then create one
  • Use the option to set up a default generic chart of accounts when creating a new company.
• Account Receivable, Account Payable, and Inventory modules for Sage 50 must be enabled in Setup, User Preferences, View
• Create an expense account in Sage 50 called Opening Balances Control Account 
• Go to Setup, Settings, Inventory, Options in Sage 50 and choose the Allow inventory levels to go below zero checkbox.
• For information on the earliest transaction and the fiscal start that should be used for the new Sage 50 data file, consult SBCA.
  • Select Settings, Opening Balances, and General Ledger in SBCA.
  • To transfer the historical opening balances, the indicated date will be the fiscal year-end date for the new Sage 50 company.
  • Consult an accountant as the Sage 50 Fiscal Start date may be one year earlier.
• If no transactions have been posted, move all Stock Items inventory items to the Non-Stock type or make sure that all Stock Items expense accounts in SBCA are set to a Cost of Goods Sold account rather than an Inventory asset account.
• Sage 50 file SBCA Integration company name date should be backed up.

Section 3: Follow the Sage 50 integration wizard to finish the setup

• You have to start logging in as sysadmin and then Single-User mode and then you have to close other windows.
• Then you have to make a backup of your Sage 50 data in case you have not done it as per Section 2.
• Now you have to go to File, Sage Accounting, and then you have to select Set up Connection.
• Now you have to sign in with your Sage account email address( earlier Sage ID)
• After that, you have to click Allow on the Authorize Application window.
• Now you have to go to the window that is Select the Sage Business Cloud Accounting company to select a setup method then you have to select the SBCA company name from the dropdown and then you have to use the Auto Setup option and then you have to click Start.

• Click on Finish once the connection is confirmed and you get the Success.

Section 4: Downloading SBCA transactions

• Based on the dates set up in Sage 50 (defined, Setting, Company Information, Current Year Dates), Sage 50 will only download transactions for one fiscal period at a time.
  • If it doesn’t already exist in Sage 50, Vendors, Customers, Accounts, and Inventory will also try to download when you try to download transactions.
• Go to File, Sage Accounting, and Download Transactions in Sage 50 to download transactions.

• After the download, you may get some errors that relate to mapping accounts and sales taxes.
  • To resolve the mapping issues you can click on Start Connection Wizard.

• Accounts Payable and Accounts Receivable don’t need to be mapped and should be left blank.

• In case you have multiple fiscal periods to download then you will get Error: “The date must be between –/–/20– and –/–/20–.
• If you want to process transactions in the next year, choose Start New Year or Change Session Date from the Maintenance menu to start a new year.”
  • This is normal and this issue is starting a new year resolve.
  • In Sage 50 (newly created data file only) before starting a new year, verify that the financials in SBCA match Sage 50’s financials.
  • As required verify the account.
• Then you have to repeat Section 4 as needed.
• The download window will say Download Complete once you are in the latest current fiscal year, and then you have to click OK.

The above-presented information has effectively guided you through the entire concept of Migrate Sage 50 to a new computer or server. All the optimum advantages and their unique and individual features are listed in this article. If you are still facing any issues or have any doubts concerning the above-listed information you can connect with the Sage 50 customer helpdesk.

Frequently Asked Questions (FAQ’s)