Are you considering migrating your accounts from TAS Books to Sage 50? If so you have come to to right place. James and Tony have many years of experience in migrating clients and would like to share their expertise with you. As the conversion from one accounting system to another is a major undertaking, the project should be planned well in advance. Factors you should consider when moving from TAS Books to Sage are:
- What data are you going to convert?
- Timing – what date to go live in the new system
- State of the current data – is it up to date, reconciled and all payments on customer/supplier records allocated?
- Training required on Sage 50 – which staff and when?
- What document layouts do you require (POs, invoices etc)?
When moving data from TAS Books to Sage 50 Accounts, you can bring over the following information to Sage 50:
- Customer Records
- Supplier Records
- Products with the Sales and Cost Price
- Customer Opening Balances by Invoice Number
- Supplier Opening Balances by Invoice Number
- Stock Quantities.
You should ideally carry out the conversion at the beginning of a new financial year or if this is not possible at start of a new VAT period.
Besides that, Transaction History of the accounts cannot be brought over, only the current Opening balances.
What are the benefits of this approach to conversion?
Firstly, tidying up of the Customer, Supplier and Product records. This means that all old accounts with a zero balance that you won’t use in the future, you can exclude at the time of conversion.
Secondly, you can import Foreign Currency balances with their original currency values.
Thirdly, an opportunity arises to re-design the nominal code structure, therefore resulting in meaningful management information and the production of periodic Management Accounts.
Here are some testimonials from two clients who have recently made the move…
Our old Tas system was not designed to provide us with the management information which we required for our business of 10 Retail Outlets in the greater Dublin area. We had used Synergy Network for Tas training and were impressed with their service. We engaged them to implement a Sage 50 solution and do the data transfer from Tas to Sage. We received a solutions based professional service on a timely basis. Our requirements were thought out and delivered in an organised manner which has led to significant improvements in our financial reporting using the Departmental facility for each retail outlet. They also provided us with both on-site and remote training on Sage 50 as required. We would be happy to recommend them to manage the switch from Tas to Sage 50.
We are happy that we chose Synergy Network Ltd. to manage our transfer from Tas to Sage 50. We found the staff helpful and very easy to deal with and we would be happy to recommend them to any business who are contemplating implementing the move. We intend to get further training from them with regard to our management reports.
If you are impressed by the above testimonials and would like to learn more on our approach to TAS Books Data conversion,
Contact Malcolm or James
Tel: 071 9146815