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Some notes Sage means sage one online accounts, wherever we say Sage we mean Sage one. The QuickBooks we used was version 2012 Professional. But most of the information is similar. What you need > You need the templates from Sage and the data from QuickBooks, see below for how to do these. Get Import Templates from Sage To get the templates for the items go to help.accounting.sageone.co.za/en_za/accounting/from-your-previous-accounting-system.html Although you can construct the templates from the information in this post you can download samples of the templates need. Below are the links they provide: Use the following downloads which are referenced in the guide: General Ledger Accounts Import Template Customer Import Template Customer Outstanding Invoices Import Template Supplier Import Template Supplier Outstanding Invoices Import Template Item Import Template   Another useful page that is hard to find on their system is: help.accounting.sageone.co.za/en_z...

When setting up QuickBooks on a server there are a few things I had to do to get it correct: Install QuickBook's on the server under custom and sellect hosting You need the clients to access the dat using the unc path rather than a mapped drive \\<servername> \\<sharename>\<folderWhereFileIS>\<QBFilename> You need to install the database system on the server, and then set the scan folders correctly (although this did not seen really neccessary) Run Quickbooks on the server and choose: File > Utilities > Host Multi-User Access The using windows firewall add incoming ports TCP, Select TCP and in the specific local ports box, enter in the following ports: QuickBooks 2015: 8019, 56725, 55363-55367 QuickBooks 2014: 8019, 56724, 55358-55362 QuickBooks 2013: 8019, 56723, 55353-55357 QuickBooks 2012: 8019, 56722, 55348-55352 QuickBooks 2011: 8019, 56721, 55343-55347 QuickBooks 2010: 8019, 56720, 55338-55342 Read more here: Quick books support...

One of the few great new features in Quickbooks 2013, is that fact that you can send batch emails. The problem with this feature is what happens if you have a whole lot marked for batch, and you only want ot send one lot. Well it look like you are up the paddle without a stream. Here is how I solved it. What you need: QB 2013 Outlook Method 1. In Outlook take it off line, this varies per the version some you can just right click in the task bar others you need to go to Send/Receive->Work offline 2. Go to Quickbooks. Under preferences make sure the email is set to be sent via Outlook. I normally have this off, as since 2006 version I have had problems sending PDF files direct to clients, instead I use a gmail account that automatically forwards reply back to my accounts email. So I have this set to SMTP. But for this excercise, in Quick Books Edit->Preferences->Send Forms. I have set the Send Email Using to Outlook 3. Open up an invoice / estimate. Click on the a...

For months we have had problems with attachments from Quickbooks. Having looked down many avenues I think we have found a fix or few: (See below for update) Here are a few websites that help out: Microsoft Outlook/Exchange MS-TNEF handling (aka "Winmail.dat", "Win.dat", or "Part 1.2" problem of unopenable email attachments) http://news.office-watch.com/t/n.aspx?a=716 KB958012 : When you use Outlook 2007 to send an e-mail message, the recipient of the message sees an attachment that is called Winmail.dat Essentially the summary is that there is a problem with Outlook trying to force Rich Text Format. so you need to turn that off. Mail users not receiving email in an Outlook derivative will have a problem. This format is called So: Go into Outlook On the "Tools" menu, click "Options", then click the "Mail Format" tab, and then the "Internet Format" button. Set "When sending Outlook Ri...