Template

Sage to SmartBooks migration checklist for UK firms.

A practical checklist for moving selected Sage clients into SmartBooks without losing control of archive, balances or workflow.

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For: Sage-heavy practices planning a cloud migration cohort.

The short answer

A Sage migration checklist should cover source backups, exports, custom reports, opening balances, VAT position, client contacts, recent history and post-migration review. Treat it as a workflow migration, not only a data import.

Before migration

Back up the Sage file and export core reports.
List custom reports, add-ons and desktop dependencies.
Choose low-risk pilot clients first.

Data checks

Map accounts and contacts.
Verify opening balances.
Check VAT position and outstanding items.

Workflow rollout

Train clients on Smart Inbox intake routes.
Set review rules for recurring suppliers.
Keep archive access for historical questions.

How to use this template

Desktop-heavy clients need extra dependency review.
Do not promise one-click migration for complex Sage 50 setups.
Use the pilot to document the repeatable process for the next cohort.

FAQs

Why keep Sage backups after migration?

Backups protect the audit trail and make it easier to answer historical questions if a migrated record needs checking later.

Which Sage clients should move first?

Start with clients that have simpler records, fewer custom dependencies and obvious benefit from cloud intake or review workflow.