Convert Your Data

Make the switch to AccountEdge with confidence. Whether you need a simple import of lists and balances or a complete migration with transaction history, we offer conversion options to fit your business.

Convert Your Data

Professional Data Migration Services

If you need to preserve your accounting history, our migration services provide a simple and reliable solution. Working with our trusted conversion partner, MMC Convert, you can transfer historical transactions along with key business data such as accounts, contacts, customers, vendors, inventory, and balances.

QuickBooks

QuickBooks

MMC Convert's professional data migration service makes it easy to move from QuickBooks Desktop or QuickBooks Online to AccountEdge, bringing over your transaction history along with critical accounting records.

Sage 50

Sage 50

Move your data from Sage 50 (formerly Peachtree) or Sage 50 Quantum with MMC Convert's professional data migration service, which transfers both your transaction history and essential accounting records into AccountEdge.

Xero

Xero

MMC Convert's data migration service helps you move from Xero to AccountEdge, including your transaction history and key accounting data, so you can continue where you left off.

Transfer Your Own Data

If you’re starting fresh in AccountEdge our DIY import options provide a quick and cost-effective way to bring over some of your data. Using either a standard import process or our QuickBooks IIF Import Tool, you can transfer key list data such as accounts, contacts, and items.

DIY Import Guide

Use our DIY conversion guide to transfer your list data into AccountEdge. The guide provides step-by-step instructions to help you get up and running quickly.

QuickBooks IIF Import Tool

The IIF Import Tool is included with the latest version of AccountEdge, read our helpful guide that will walk you through the process.

FAQs

  • What data is included and excluded from the migration service?

    Included Data
    – Chart of Accounts (including sub-accounts where applicable)
    – Customer Card Details
    – Vendor Card Details
    – Employee Card Details
    – Opening Account Balances
    – Open Sales Invoices and Credit Notes
    – Open Purchase Invoices and Credit Notes
    – Item Information Details
    – Bank Transactions
    – Credit Card Transactions
    – All Sales Invoices and Credit Notes (Detailed)
    – All Bills and Credit Notes (Detailed)
    – All Manual Journal Entries
    – Jobs and Categories (Converted as Classes where applicable)
    – Single Currency Files

    Exclusions
    – Expense Claims
    – Budgets
    – Unreconciled Transactions
    – Individual Pay runs
    – Employee Payroll Details
    – Timesheets
    – Projects
    – Templates
    – Quotes
    – Purchase Orders
    – Tracked Inventory (Inventory costing calculations will not be migrated)
    – Payment Terms
    – Notes
    – Deleted or Voided Transactions
    – Transaction Lines with Nil Values
    – Attachments
    – Multi-Currency Files

  • What data is imported into AccountEdge using the QuickBooks IIF Import Tool?

    The tool converts and imports the following QuickBooks data types:
    – Chart of Accounts
    – Customers
    – Jobs
    – Vendors
    – Employees
    – Items
    – Tax Codes
    – Payment Methods
    – Shipping Methods
    – Invoice Comments
    – Departments
    – Categories

  • What data can I import manually?

    There is a lot of list information that you can import into AccountEdge, our DIY import guide walks you through the most important:
    – Chart of Accounts with Opening Balances
    – Customer, Vendor, and Employee Contacts
    – Items