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Destination
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- Limitations - Xero - Workarounds - Accounts receivable and payable
- Limitations - Xero - Workarounds - No name transactions
- Limitations - Xero - Workarounds - Payroll
- Limitations - Xero - Workarounds - Transaction types
- Limitations - Xero - Workarounds - VAT/Tax
- Limitations - Xero - Workarounds - Bank and credit cards
- Limitations - Xero - Workarounds - Rounding/decimal places
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- Limitations - All destinations - Foreign Currency
- Limitations - QuickBooks - General - Complications
- Limitations - QuickBooks - Workarounds - Bank
- Limitations - QuickBooks - Workarounds - Credit cards
- Limitations - QuickBooks - Workarounds - Decimals/rounding
- Limitations - QuickBooks - Workarounds - Multiple payables or receivables
- Limitations - QuickBooks - Workarounds - Payroll
- Limitations - QuickBooks - Workarounds - Sage batches
- Limitations - QuickBooks - Workarounds - Transaction types
- Limitations - QuickBooks - Workarounds - VAT/Tax
- Limitations - QuickBooks - General - Complications - General
- Limitations - QuickBooks - What data will be converted?
- Limitations - QuickBooks - What data won't be converted?
- Limitations - Complications - Volume limits
- Limitations - Complications - Converting from Sage
- Limitations - Complications - Converting from FreeAgent
- Limitations - VAT/Tax Returns Don't Agree
- Show Remaining Articles (2) Collapse Articles
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- Post-conversion - QuickBooks - Bank reconciliation
- Post-conversion tasks - QuickBooks - VAT/tax
- Post-conversion tasks - QuickBooks - Undeposited funds
- Post-conversion tasks - QuickBooks - Foreign currency
- Post Conversion - QuickBooks - FreeAgent Corporation Tax Calculations
- Post-conversion - QuickBooks - Services
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- Limitations - Sage - What data won't be converted?
- Limitations - Sage - Workarounds - Invoice numbers
- Limitations - Sage - Workarounds - Decimals
- Limitations - Sage - Workarounds - Accounts payable and receivable
- Limitations - Sage - Workarounds - VAT/Tax
- Limitations - Sage - Workarounds - PayPal
- Limitations - Sage - Workarounds - Transaction types
- Limitations - Sage - Workarounds - Contacts
- Limitations - Sage - Workarounds - Payroll
- Limitations - All destinations - Foreign Currency
- Limitations - Complications - From QuickBooks
- Limitations - Sage - Complications - From Sage Desktop
- Limitations - Sage - General - Complications
- Limitations - Sage - What data will be converted?
- Limitations - Complications - Converting from FreeAgent
- Limitations - VAT/Tax Returns Don't Agree
- Limitations - Complications - Volume limits
- Show Remaining Articles (2) Collapse Articles
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- Post-conversion - Sage - File VAT/tax
- Post-conversion - Sage - Foreign currency
- Post-conversion - Sage - Misc
- Post Conversion - Sage - Check VAT/Tax
- Post conversion - Sage - Set-VAT/Tax-details
- Sage Import (UK and Ireland)
- Sage Import (Canada)
- Post Conversion – Sage – FreeAgent Corporation Tax Calculations
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Limitations
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Post-Conversion Tasks
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Troubleshooting post-conversion
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- Troubleshooting - General - Invoices/Bills or bank transaction prior to the data I selected to convert from have been included
- Troubleshooting - General - "No Name" or "Default" customer or supplier balances
- Troubleshooting - General - "No Name" (Xero) or "Default" (QuickBooks Online) contacts
- Troubleshooting - General - VAT/tax Accounts / Balances
- Troubleshooting - General - Movemybooks Suspense Account
- Troubleshooting - General - VAT/Tax Returns
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Set your VAT/Tax number and details
We do not set your tax number and return periods. This is something that you will want to correct before completing your next tax return.
Go to Settings > Financial Settings > Accounting Dates & Tax
You can now set your tax details as required.
Check the VAT/Tax Codes for each of your chart of accounts items
Our software tries to work out what the VAT/tax codes for each account should be, based on the transactions posted to that account in your data, but you should check and amend them if needed before working in your new Sage Accounting company.