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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Fixed Asset Manager - Transfer 5 clients from FAM to another firm also using FAM. Is this possible?
Fixed Asset Manager - Transfer 5 clients from FAM to another firm also using FAM. Is this possible?
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Taxes-by-Rocky
Level 7
12-21-2023
03:29 PM
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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.
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Taxes-by-Rocky
Level 7
12-21-2023
04:16 PM
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It's funny. It's not like the type of program with back-up and restore features. It's more like the Control C / Control V from within DOS. Hence, I figured I would see if anyone else might have had success before me.
dascpa
Level 11
12-22-2023
09:17 AM
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FAM is different than Proseries tax files. FAM creates a folder for each client and then 10 files within that folder. The second issue is you don't have anything similar to a HomeBase TuneUp in FAM like you do in Proseries.
The easiest way is to get the prior year FAM folder and files into the prior year FAM directory. Then in the current year do a transfer of only that client(s).
FAM is a forgotten product by Intuit (wait, aren't all of them). It could be so much more powerful with a few tweaks.
