Sage Business Cloud
We export and map contacts, nominal accounts, open sales and purchase items, balances and agreed history. Connected services and recurring entries are reviewed and rebuilt in Zoho.
Sage 50 desktop
Sage 50 data quality and export options vary by version. We provide an export checklist covering nominal activity, customer and supplier ledgers, bank reconciliation, VAT reports, stock and audit trail before access changes.
Nominal codes and departments
Sage nominal codes are mapped into a cleaner Zoho chart of accounts. Departments and projects are assessed against reporting tags, branches and projects so management reporting remains useful without carrying unnecessary legacy complexity.
VAT, MTD and cutover
We identify the last filed VAT return, scheme, unreconciled transactions and control balances. Sage remains the archive for prior returns; Zoho Books is configured for future digital records and submissions.
A controlled migration process
Assess the Sage product
Confirm version, modules, history, users, VAT status and available exports.
Prepare and close
Finish reconciliations, correct obvious errors and agree the Sage stop date.
Configure and migrate
Build Zoho, map nominals and import masters, balances and ledgers.
Validate
Compare trial balance, aged reports, banks, VAT and stock if scoped.
Train and go live
Give users a practical cloud workflow and post-cutover support.