Data Migration Services
Transaction Importer 4.0
Question: Why Texan Data Mavens?
Answer: Efficient transfer of line item data from QuickBooks to
QuickBooks, through txt or excel files has become increasingly more important to
business owners and their CPA’s. As a key client level developer for Baystate
Consulting we have established methods to support a broad base of industries.
Each day presents a new set of challenges from our customers, which expands our
uses for Transaction Importer 4.0. The following list is a representation of the
types of challenges that we have been able to solve at the client level for
1. QuickBooks A/R in one Company File, A/P in a separate Company File. Our
challenge; combine 10 years of history for the two company files and merge, at
the detail level, into one Company File.
2. A client was selling his company and only wanted to have the QuickBooks file
to reflect the three preceding years of data, not the entire company history.
3. Create a new company file at the beginning of each year and bring over only
open A/R and A/P transactions.
4. Move data from older accounting software into a QuickBooks Company File. Our
challenge; mapping the data fields from excel or txt files.
Question: How much will this cost?
Answer: 1 to 3 years of QuickBooks data averages $6,000.00 to $19,500.00
depending on volume of transactions per year and integrity of data entry.
Question: That’s a pretty wide gap, can you get any closer?
Answer: A closer estimate can be given after evaluation of data.
Question: How long does this process take?
Answer: 1 to 3 years of QuickBooks data averages 80 hours to 260 hours,
depending on volume of transactions per year and data entry integrity. Average
turn around times: 15 – 90 days.
Question: What are your payment terms?
Answer: Weekly or bi-weekly billing based on hours worked, due within 10
days of invoice date.
Question: Do you require a retainer or credit references?
Answer: Yes, a $750.00 to $1500.00 retainer and a signed Contract
Agreement with references are both required to start.
Question: What is the greatest volume of data you will work with?
Answer: 7 years is our limit and requires special provisions.
Question: What if my data is not currently in QuickBooks?
Answer: Older software to QuickBooks, estimated after examination of 30
day sample of data.
Question: Do we just send you the data and you take it from there?
Answer: No, we work closely with our clients and access to your data
entry people and CPA is required.
Question: How do we get started?
Answer: First, we will meet using gotomeeting.com and actually look at
your data together and discuss your project. Then we will take a copy of your
data for sample run. We will then provide you with a Contract Agreement and
invoice for retainer stating an estimated of scope of work. Sign, scan and
return by email the Contract Agreement with your references and payment
information and we will get started.
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