Simply Accounting to QuickBooks

Simply Accounting has been a staple of Canadian small business bookkeeping for decades. If you’ve been using it — whether under the original Simply Accounting name or the newer Sage 50 Canada branding — and you’re ready to move to QuickBooks, we can make that transition smooth and complete. We’ve been doing these conversions for over 26 years, and Canadian files are a big part of what we handle.

The name change from Simply Accounting to Sage 50 confuses a lot of people, but from a data perspective it doesn’t matter to us. Whether your file says Simply Accounting 2009 or Sage 50 Premium 2024, we work with all of them. The underlying data structures are similar enough that our conversion process handles every version reliably.

What makes a Canadian conversion a bit different from a standard Sage-to-QuickBooks migration is the tax setup. Canadian businesses deal with GST, HST, PST, and sometimes QST depending on the province. Simply Accounting handles these in its own way, and QuickBooks has its own approach. As part of every conversion, we configure the Canadian tax structure in your new QuickBooks file so that your tax codes, rates, and reporting align with what you need for CRA compliance. You won’t have to rebuild any of that manually.

Beyond taxes, the conversion covers everything you’d expect. Your chart of accounts transfers with its structure preserved. Customer and vendor records come through with balances, terms, and contact information. Transaction history — sales, purchases, payments, journal entries — moves over so your financial records remain intact. If you’ve been tracking inventory or running payroll, that data comes along too.

The process itself is simple. Tell us about your file, upload it through our secure link, and we take it from there. You’ll get back a QuickBooks file configured for Canadian use, with your data in place and ready for your next fiscal period. No gaps, no missing history, and no weekends spent re-entering records by hand.