Limitations – QuickBooks – What data won’t be converted?

We only currently convert the core accounting information and not the following types of data:

• Sage archives or backup data that isn’t “open” or “live”
• Sage Cloud (SageOne) Analysis Types (equivalent of departments)
• Budgets
• Stock/Inventory/Items quantities*¹
• Product/Service/Sales quantities*
• Sales / Purchase Orders
• Quotes/Drafts/Estimates/Unposted transactions
• Memorised Transactions
• Default nominal codes, payment terms or tax rates
• Templates such as invoice templates
• Timesheets/Time Records
• Payroll and Employee Records*
• Accounts that have never had any transactions
• Deleted or cancelled transactions
• Custom VAT/Tax rates (see workarounds below)
• Project data/Job costing*
• File attachments (optional extra on certain conversions)
• Unpaid expense claims
• CIS details (transactions are also unlikely to convert correctly)
• Customers associated with recharge transactions
• Charity fund codes
• Custom fields (invoices/bill/contacts)

*Associated transactions will be converted ie. for a stock item, the purchase would be converted, but no stock information would be present on the transaction.

¹ All stock/inventory/items will be converted as Services and not Stock/Inventory.