We only convert the core accounting information and not the following types of data:
- Sage archives or backup data that isn’t “open” or “live” (if converting from Sage 50)
- Classes/Locations
- Budgets
- Project/Departments information*
- Stock/Inventory Items
- Product/Sales Items
- Job costing
- Sub-account structure of the chart of accounts
- Fixed Asset Registers
- Sales and Purchase Orders
- Bank statements
- Quotes/Estimates/Draft/Unposted invoices or bills
- Repeating/Memorised Transactions
- Default nominal codes, payment terms or tax rates
- Custom VAT/tax rates (see workarounds used)
- Templates such as invoice templates
- Timesheets/Time Records
- Payroll and Employee Records
- Accounts that have never had any transactions
- Transactions after the “Convert To” date
- Deleted or cancelled transactions
- Nil value invoice line items
- File attachments
- CIS details
- Charity fund codes
- Custom fields (invoices/bill/contacts)
*If the option to convert departments is not displayed on the Conversion Setup page, then no department data will be transferred.