Migration from (Software) to Sage 50 – Checklist
Migration from (Software) to Sage 50-Checklist
Install Software – Checks
- Check Regional Settings are correct
- Anti Virus Software
- UAC Turned Off
- Install and Configure Software
- Ensure Tax codes are Correct (Irish Settings)
- Is Foreign trader required to be activated
- Have they any UK companies – activate MTD
- E-banking set up
- Set up email for basic layouts
- Set financial year
Software Migrating from (Software)
- Export Stock records and opening stocktake if needed. (Import to Sage 50 section as well)
- Get copy of P&L and B/S as well as the TB (could get extra paid job creating new COA at very least)..I know this COA is in your Checks section
- Agree mapping of Trial Balance with client from existing Nominal codes to Sage 50 codes and Enter to Sage 50.
Software migrating from (Software)
- Export Customers from (Software)
- Export Suppliers from (Software)
- Export Nominal from Sage one
- Report on outstanding transactions in the Bank
- Export Opening balances for Customers
- Export Opening balances for Suppliers
- –
- Export Trial Balance
Sage 50
- Import Customers to Sage 50
- Import Suppliers to Sage 50
- Import Nominal to Sage 50
- Enter outstanding Bank transactions
- Import/Enter Opening balances for Customers
- Import/Enter Opening balances for Suppliers
- Do Journal to cancel out he suspense account entries after entering the opening balance
- Enter Trial Balance
Checks
- Cross check that everything Balances
- Configure COA
- Report Design