Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- Re: 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?
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Taxes-by-Rocky
Level 8
12-21-2023
03:29 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
4 Comments 4
Taxes-by-Rocky
Level 8
12-21-2023
04:16 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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 12
12-22-2023
09:17 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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.
