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Has anyone attempted to transfer client files in FAM to another accounting firm also using FAM?
Technically, it's not another accounting firm. Client would like to be able to purchase FAM and maintain their own fixed asset database going forward. [Yes, we're bringing Intuit a new customer.] The Export/Import function is not exactly robust enough to transfer all bases of accounting for each fixed asset (i.e., Fed, AMT, state, book/GAAP, E&P, etc.), and all underlying data with respect to each asset (of which there may be a few hundred). There are a few client files that are at issue and would be transferred, and no one wants to re-key punch all of the underlying information.....albeit a last resort.
Anyone had experience attempting such a file transfer in the past? I don't know if it matters for FAM but the new client will have a new PS customer ID number, etc.. Thank you in advance.