Migrate to QuickBooks Easily with the QuickBooks Conversion Tool

Switching to a new accounting platform doesn’t have to be stressful. Whether you're moving from Sage 50 (Peachtree), Microsoft Small Business Accounting, or another legacy system, QuickBooks Conversion Tool offers a fast and simple way to migrate your data into QuickBooks Desktop—with minimal manual effort and zero guesswork.

This guide will show you how to migrate easily using the QuickBooks Conversion Tool and highlight why it’s the go-to solution for small businesses and accountants making the switch.

Why Use the QuickBooks Conversion Tool?

The QuickBooks Conversion Tool is a free utility from Intuit that automates the process of transferring your accounting data to QuickBooks. It ensures a smooth transition by helping you:

• Avoid manual data entry

• Retain your financial history

• Reduce errors during migration

• Get up and running faster with QuickBooks

Whether you're switching software to streamline your finances or upgrade to more powerful features, the Conversion Tool is designed to simplify the move.

What Data Can Be Migrated?

Depending on your source software, the tool allows you to transfer:

• Company profile details

• Chart of accounts

• Customers and vendors

• Account balances

• Transactions (for some systems)

Note: Full transactional data may not be available for all source programs. You can choose between converting “Lists and Balances” or “All Data.”

Compatible Source Software

The tool currently supports data migration from:

• Sage 50 (formerly Peachtree) – 2013 and newer

• Microsoft Small Business Accounting – 2006

• Microsoft Office Accounting – 2008 & 2009

How to Migrate with the QuickBooks Conversion Tool

Here’s a simple step-by-step process:

1. Prepare for Migration

• Back up your original accounting file

• Install QuickBooks Desktop (the version you’ll be using)

• Ensure you have admin access on your computer

• Keep the source software installed if needed

2. Download and Install the Tool

• Visit the QuickBooks support site

• Download the QuickBooks Conversion Tool

• Install it by following the on-screen instructions

3. Start the Conversion

• Open the Conversion Tool

• Select your source accounting software

• Browse to locate your company file

• Choose the version of QuickBooks you want to import into

• Decide whether to convert:

  • All data (if available), or

  • Lists and balances only

4. Complete the Process

• Click Start Conversion

• Wait while the tool migrates your data

• Once complete, review the summary report and log file

• Open QuickBooks to confirm your data looks correct

What to Verify After Migration

Once you've opened your QuickBooks company file:

• Check your Chart of Accounts

• Review customer/vendor lists

• Run basic reports like Balance Sheet and Profit & Loss

• Confirm key balances and opening dates

Troubleshooting Tips

• Tool won’t launch? Run it as Administrator

• File won’t convert? Make sure it’s stored locally and closed in the original software

• Missing data? Check if you selected only lists and balances instead of full data

• See errors? Use the tool’s log file for details and try again

Also Look: Change the Location of QuickBooks Company File

Final Thoughts

Migrating your accounting system is a big step—but the QuickBooks Conversion Tool makes it easier than ever. With its guided process, built-in error handling, and support for key financial data, you can move to QuickBooks Desktop confidently and quickly.