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How to convert from Sage 50 2013 to the latest version

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Summary

How do I convert from Sage 50 2013 or older versions of Simply Accounting to the current version of Sage 50 Accounting?

Resolution

 NOTE: Sage 50 support plans don't include Migration and conversion of older versions of Sage 50 data. For assistance with data in version 2013 or older, contact Sage Expert Services. This is a fee-based service. 

  • Data files from Simply Accounting 2008 to Sage 50 2013 can directly convert to the latest version of Sage
  • Data files from Simply Accounting 2007 or earlier require pre-converting to Sage 50 2014 or 2015 before upgrading
  • Before doing any conversion, ensure the latest purchase of Sage 50 is the correct one

Conversion bridge chart.

Install Sage 50 2015.3

  1. Download Sage 50 2015.3 Full Product.
  2. Install version 2015. When prompted for a serial number, select Trial Version.
  3. Select the same edition as your old data file (First Step, Pro, Premium, Quantum). Select the Accountants Edition with the 30-day trial option if you're not sure.
  4. Continue with the installation.
  5. If the icon for Sage 50 2015 is greyed out after the install, reinstall the program. 

The data file is in Simply Accounting 2007 and older

  1. Open your database in version 2015.
  2. Follow the screen prompts to complete the data conversion.
  3. Open the file that you just converted to 2015.3 in the latest version of Sage 50.
  4. Follow the screen prompts to complete the data conversion.
  5. While converting the file, create a backup when you get the prompt.

The data file is in Simply Accounting 2008 to 2013

  1. Open the file directly in the latest version of Sage 50.
  2. Follow the screen prompts to complete the data conversion.
  3. While converting the file, create a backup when you get the prompt.