Moving from Sage 50 Accounts to Sage 200 Standard Online

If you're joining Sage 200 Standard Online and already have company data in Sage 50 Accounts, you can bring across some of the information with you to save you having to re-enter it manually by using one of our Data Migration Services.

Alternatively, you can start from scratch. Choose the option below that best suits your needs and we'll explain what happens next.

Reporting

We do not provide telephone support for our Report Design Service. As part of this service, three free custom reports are included each year as part of your subscription plan*. We also have a report library where you can download additional custom reports, some of which have been designed with customers migrating from Sage 50 Accounts in mind. Our team of experts are creating new reports every week - if you have a report in mind that you can't find in your software or the report library, please let us know.

Important Note: The law requires you to keep historical records of your accounts for seven years. If you are moving from a subscription-based version of Sage 50 Accounts, you must ensure you have a copy of all required reports for this purpose before your subscription ends. Sage are unable to provide advice on which records to keep. We therefore strongly urge you to contact your accountant, financial clerk or other individual appointed to oversee the company accounts in regards to this requirement. Details of how to export data from Sage 50 Accounts can be found in Ask Sage article 20217

Recommendation: The majority of our customers choose the option to Start Afresh from those below when moving to Sage 200 Standard Online. Find out why.

*Terms, conditions and exclusions apply.

Start afresh

or

Let Sage import your records

or

Let Sage import your records and opening balances

Start afresh

Overview and costs

Even if you already have data in Sage 50 Accounts, you may wish to use this as an opportunity to start again with a clean slate. Rather than moving any of your old data across, you can set the program up as per your business requirements then start entering data as you go. This would include creating any customer and supplier records as and when necessary, along with any stock items and nominal codes.

If you choose this option, there are no additional set up costs involved. Select the 'What to do next link below' to find out how to get started.

What to do next

Grab your login details

By now, your site should already have been created for you on our cloud hosting system and you should have your login details created too (this consists of an email address and password, known as your Sage ID). Ensure you have these to hand as you'll need them in the next step.

Download the app to your PC

Once you have your login details, you'll need to download the app to your PC - you'll use this every time you wish to open the software. Details of how to log in to our server (known as SEOS - Sage ERP Online Services) and download the app can be found in the Sage 200 Standard Online Help Centre.

Gather the required details about your company

There's some key company information that you'll need to have ready so you can fill in the relevant details. Don't worry, you can visit the Help Centre to find out exactly what you'll need.

Please note the following extremely important information which you need to be aware of before you complete the screen...

  • You will not be able to update your financial year start date once you leave the Configuration Assistant so please make sure you have the correct start month and year.
  • Make sure you're happy with the 'base currency' you'll use in the software. This can't be changed once you've started entering transactions in the software.
  • Do you use VAT inclusive or VAT exclusive pricing? Decide how you'll enter these in Sage 200 Standard Online as this setting can't be changed once you've entered a sales order, quote or pro forma.
Once you have all of the information required to hand, move to the next step below.

 

Open the Configuration Assistant

Now that you've got the app installed on your PC, you need to run it to launch the Configuration Assistant. This will help you to set up the software ready for day-to-day use.

  1. Double click on the Sage 200 Standard Online icon on your desktop.
  2. Enter your email address and password when prompted.
  3. Wait a few moments and the Configuration Assistant will appear on screen.

If the software opens completely without displaying the Configuration Assistant, this means that the Configuration Assistant has already been completed. Don't worry, if there are any settings you wish to check or change, most of these can be done at any time within the program, although some can only be changed before you've entered any transactions.

Complete the Configuration Assistant

Now that you've got all the required information, you can complete all 12 panels of the Configuration Assistant. You can complete these in any order you wish but you won't be able to access Sage 200 Standard Online until you've completed all 12 panels.

Before you start entering the details, you can watch a video of how to complete the Configuration Assistant in our Help Centre or you can follow the help files which will talk you through completing each panel step by step.

Once you've completed all sections, you can complete the wizard on the top right of the screen to access the software for the first time!

You're now ready to start entering your data. Whatever you need help with, you can access the Sage 200 Standard Online Help Centre at any time to get you on your way.

Let Sage import your records

Overview and costs

If you'd prefer us to import your existing records from Sage 50 Accounts for you, no problem. We'll require you to upload the latest backup of your data to our website. We'll then export all of your customer, supplier, nominal and product records and import these into Sage 200 Standard Online for you. You can then review them in your new software and delete any old or obsolete records you no longer require before you start processing.

There is a charge of £250 + VAT (€299 excl VAT) for this service.

What to do next

Follow the steps below to get your data to us. Once you've done that, we'll do the rest and let you know when we've finished setting up your software. As all data sets are different in size, we can't give you an exact date of completion but we will of course aim to get it done as quickly as possible for you.

  1. Give us a call on 0845 111 5555. You'll need your account number when you call so please have this to hand.
  2. One of our technicians will give you an Incident Reference number in the format 123456-ABCDE. Please make a note of this as you'll need it when you upload your data on our website.
  3. Once you've got your Incident Reference number, you can head over to My Sage to upload a backup of your Sage 50 Accounts data. If you haven't yet taken a backup and need help doing so, you can use Ask Sage article 26438 which explains how to create one.

    Note: When you create your backup, ensure you only select the 'Data Files' tickbox in Advanced Options. This keeps the file size down and reduces the time taken to upload the data.

    Once you've got your backup file and your Incident Reference, you're ready to upload your data!

  4. To upload your data, head to the Data Services page in My Sage. You'll need to log in with your Sage ID which is made up of your email address and password. If you've not yet created a Sage ID, take a look at Ask Sage article 26607 which explains how to get one.
  5. Select the 'Upload new data' button and select Yes when prompted.
  6. Select your Sage 50 Accounts registration and then choose the 'Sage 50 to Sage 200 Migration' option and press Next.
  7. Choose the migration service level and tick the box to agree to the terms and conditions before pressing Next.
  8. Fill in your details (including your Incident Reference number) on the next screen and press Next.
  9. If you don't use Sage 50 Accounts in conjunction with a third party product, just press Next. If you do, select Yes, complete the relevant details and then press Next.
  10. On the Additional Information screen, let us know of any information that will assist with your migration. For example, if you have a password on your data or if you only want us to migrate certain elements of your data (such as you only want your customer records migrating and not your suppliers). Or you can skip this screen altogether by selecting Next.
  11. Select Yes or No on the Better Experience screen and then press Next.
  12. Complete the Authorisation screen and press Next.
  13. Confirm your details are correct then select the 'Upload Files' button.
  14. Select Browse, locate your backup file, press Open then select 'Upload Files'.

That's it!

Once we've completed your migration, we'll be in touch as soon as we can to let you know how to get started.

Whilst you're waiting for the migration to be completed, why not take a look at our Sage 200 Standard Online Help Centre and become familiar with how to carry out basic tasks by reading our help pages or watching some demonstration videos. This will give you a head start when you're ready to start processing in your new software.

Also, if you haven't already, you should make sure you've downloaded the Sage 200 Standard Online app to your PC so you're ready to go once we've finished migrating your data. The steps in the table below will take you through this quick and easy process if you need to.

Grab your login details

By now, your site should already have been created for you on our cloud hosting system and you should have your login details created too (this consists of an email address and password, known as your Sage ID). Ensure you have these to hand as you'll need them in the next step.

Download the app to your PC

Once you have your login details, you'll need to download the app to your PC - you'll use this every time you wish to open the software. Details of how to log in to our server (known as SEOS - Sage ERP Online Services) and download the app can be found in the Sage 200 Standard Online Help Centre.

Gather the required details about your company

There's some key company information that you'll need to have ready so you can fill in the relevant details. Don't worry, you can visit the Help Centre to find out exactly what you'll need.

Please note the following extremely important information which you need to be aware of before you complete the screen...

  • You will not be able to update your financial year start date once you leave the Configuration Assistant so please make sure you have the correct start month and year.
  • Make sure you're happy with the 'base currency' you'll use in the software. This can't be changed once you've started entering transactions in the software.
  • Do you use VAT inclusive or VAT exclusive pricing? Decide how you'll enter these in Sage 200 Standard Online as this setting can't be changed once you've entered a sales order, quote or pro forma.

 

Let Sage import your records and opening balances

Overview and costs

If you'd like to retain your existing records and the balances associated with individual accounts such as customer, supplier and nominal records, you can send us a copy of your existing Sage 50 Accounts data and we'll add these to your new Sage 200 Standard Online company for you. Each record, where necessary, will have one transaction assigned to it to indicate the balance as at a particular date. To do this, we'll require you to upload the latest backup of your data to our website.

There is a charge of £500 + VAT (€599 excl VAT) for this service.

Note: It is not possible to retain any individual transactions on any accounts. All outstanding balances against each customer, supplier or nominal code will be grouped and displayed as a single outstanding transaction per account. For example, if you have a customer record with 3 outstanding invoices of £250 each, this will show as a single opening balance transaction of £750 for that account in Sage 200 Standard Online.

What to do next

Follow the steps below to get your data to us. Once you've done that, we'll do the rest and let you know when we've finished setting up your software. As all data sets are different in size, we can't give you an exact date of completion but we will of course aim to get it done as quickly as possible for you.

  1. Give us a call on 0845 111 5555. You'll need your account number when you call so please have this to hand.
  2. One of our technicians will give you an Incident Reference number in the format 123456-ABCDE. Please make a note of this as you'll need it when you upload your data on our website.
  3. Once you've got your Incident Reference number, you can head over to My Sage to upload a backup of your Sage 50 Accounts data. If you haven't yet taken a backup and need help doing so, you can use Ask Sage article 26438 which explains how to create one.

    Note: When you create your backup, ensure you only select the 'Data Files' tickbox in Advanced Options. This keeps the file size down and reduces the time taken to upload the data.

    Once you've got your backup file and your Incident Reference, you're ready to upload your data!

  4. To upload your data, head to the Data Services page in My Sage. You'll need to log in with your Sage ID which is made up of your email address and password. If you've not yet created a Sage ID, take a look at Ask Sage article 26607 which explains how to get one.
  5. Select the 'Upload new data' button and select Yes when prompted.
  6. Select your Sage 50 Accounts registration and then choose the 'Sage 50 to Sage 200 Migration' option and press Next.
  7. Choose the migration service level and tick the box to agree to the terms and conditions before pressing Next.
  8. Fill in your details (including your Incident Reference number) on the next screen and press Next.
  9. If you don't use Sage 50 Accounts in conjunction with a third party product, just press Next. If you do, select Yes, complete the relevant details and then press Next.
  10. On the Additional Information screen, let us know of any information that will assist with your migration. For example, if you have a password on your data or if you only want us to migrate certain elements of your data (such as you only want your customer records migrating and not your suppliers). Or you can skip this screen altogether by selecting Next.
  11. Select Yes or No on the Better Experience screen and then press Next.
  12. Complete the Authorisation screen and press Next.
  13. Confirm your details are correct then select the 'Upload Files' button.
  14. Select Browse, locate your backup file, press Open then select 'Upload Files'.

That's it!

Once we've completed your migration, we'll be in touch as soon as we can to let you know how to get started.

Whilst you're waiting for the migration to be completed, why not take a look at our Sage 200 Standard Online Help Centre and become familiar with how to carry out basic tasks by reading our help pages or watching some demonstration videos. This will give you a head start when you're ready to start processing in your new software.

Also, if you haven't already, you should make sure you've downloaded the Sage 200 Standard Online app to your PC so you're ready to go once we've finished migrating your data. The steps in the table below will take you through this quick and easy process if you need to.

Grab your login details

By now, your site should already have been created for you on our cloud hosting system and you should have your login details created too (this consists of an email address and password, known as your Sage ID). Ensure you have these to hand as you'll need them in the next step.

Download the app to your PC

Once you have your login details, you'll need to download the app to your PC - you'll use this every time you wish to open the software. Details of how to log in to our server (known as SEOS - Sage ERP Online Services) and download the app can be found in the Sage 200 Standard Online Help Centre.

Gather the required details about your company

There's some key company information that you'll need to have ready so you can fill in the relevant details. Don't worry, you can visit the Help Centre to find out exactly what you'll need.

Please note the following extremely important information which you need to be aware of before you complete the screen...

  • You will not be able to update your financial year start date once you leave the Configuration Assistant so please make sure you have the correct start month and year.
  • Make sure you're happy with the 'base currency' you'll use in the software. This can't be changed once you've started entering transactions in the software.
  • Do you use VAT inclusive or VAT exclusive pricing? Decide how you'll enter these in Sage 200 Standard Online as this setting can't be changed once you've entered a sales order, quote or pro forma.

 

Back to Sage 200 Standard Online.