Sage Migration

Moving off Sage — or onto it — without losing your ledger. We extract, map, validate and parallel-run until the numbers tie exactly. Sage ↔ Xero, QuickBooks and bespoke systems.

Plan Your Migration

Data Extraction

Full extraction from Sage 50 (ODBC/SDO) or Sage 200 (SQL) — customers, suppliers, nominals, transactions, stock, price lists.

Mapping & Transform

Sage's structure mapped to the target — tax codes, nominal accounts, cost centres, contact hierarchies. Documented, reviewable.

Validation

Post-import reconciliation against Sage's own trial balance and key reports — the numbers must tie before go-live, not after.

History Options

Opening balances only, YTD, or full transaction history — costed separately so you choose what history is actually worth.

Parallel Running

Both systems live until you're confident — nothing switches until reconciliation is clean for a full reporting period.

To Bespoke Systems

Migrating onto custom software? We build the target too — schema designed around your data, not squeezed into a template.

How a Migration Runs

01

Data audit (free)

We assess your Sage version, data volume, custom fields and what needs to move — then quote per package of work.

02

Mapping document

Every entity's field-level mapping written down and signed off — no silent assumptions about tax codes or nominals.

03

Test migration

Full run into a sandbox of the target system, reconciled against Sage reports. Errors fixed before the real cutover.

04

Cutover + parallel run

Live migration at a period boundary, then both systems run until a clean reconciliation — typically one VAT period.

Sage Migration FAQ

Can you migrate Sage 50 to Xero or QuickBooks?+

Yes — the common path: extract opening balances, customer/supplier records, transaction history and stock from Sage 50, map to the target's structure, import, then validate totals against Sage's own trial balance. History depth is your choice — full history or closing-balance cutover.

We're moving TO Sage from another system — can you help?+

Yes, same process in reverse — extract from your current accounts system (Xero, QuickBooks, bespoke, spreadsheets), map to Sage's import formats or post directly via the appropriate interface.

How much history can be migrated?+

Technically all of it — but most businesses migrate open items + YTD balances and archive the rest as read-only extracts. Full history doubles cost for data nobody queries; we'll advise honestly.

Can you migrate to a bespoke system?+

That's where we differ from accountants doing migrations — we build the target too. Custom ledgers, industry-specific systems, or migration onto software we've built for you.

How long does a migration take?+

Simple Sage 50 → Xero: 1–2 weeks including validation. Sage 200 with multi-company/history: 3–6 weeks. We parallel-run until you're confident — nothing switches until the numbers tie.

Migrate Without Losing Your Ledger

Tell us what you're moving from and to — we'll audit the data and quote the migration fixed.