Enterprise → Premier/Pro Complex

When to choose Complex over Standard

Pick the Complex tier when any of the following apply to your source file: advanced inventory is enabled (FIFO, lot/serial tracking, or bin locations), multi-currency has ever been turned on, custom fields are in use beyond the Enterprise default set, list counts on customers, vendors, items, or employees are within ten percent of the Premier 14,500-name ceiling, classes and locations are both in use simultaneously, or you have unit-of-measure conversions defined on inventory items. If the file matches none of those, the Standard service is the right fit and saves you the upcharge.

How we handle large lists and advanced inventory

Premier and Pro do not support advanced inventory, so any FIFO, lot, serial, or bin data has to be flattened into a structure both editions can carry forward without breaking historical reports. Our pipeline preserves quantity-on-hand and average cost per item exactly, archives the advanced-inventory metadata to a structured CSV that you can re-import if you ever scale back into Enterprise, and writes adjustment transactions on the converted file rather than back-dating quantity changes. The result is a Premier or Pro file that ties to the source and a clean off-ramp if requirements change later.

How is Complex different from the Standard service in practice?

Standard runs as a fixed pipeline on a clean source file and ships in a single round trip. Complex begins with a separate diagnostic pass on your data, may pause for confirmation if the diagnostic flags an irreversible decision (collapsing currencies, dropping advanced inventory metadata, retiring deprecated custom fields), and finishes with a written audit document plus a review call. Same engineers, same delivery format, same .qbm output — but the work needed to land that output safely is materially larger, which is why the rate sits a tier above Standard.

What happens to advanced inventory data after conversion?

Premier and Pro do not have a place to store FIFO costing layers, lot or serial tracking, or bin locations, so we flatten that data into the historical record and archive the original metadata into a structured CSV that ships alongside the .qbm. Quantity-on-hand and average cost stay accurate on every item, ledger balances tie back to the Enterprise source to the cent, and the archive lets you reconstruct the advanced-inventory state if you ever migrate back up the SKU stack later in the company's life.

Can you keep my custom fields on customers, vendors, and items?

Premier and Pro support a smaller set of custom fields than Enterprise, so we map your existing custom fields against the destination edition's capacity and report any overflow before the conversion starts. Where the destination has room, the field name and per-record values come across unchanged. Where the destination cannot carry a field, we archive it to the same audit document we use for currency and inventory decisions, with the per-record values exported to CSV so a future tool can re-import them on demand.

Will the thirty-minute review call cover all my reviewers' questions?

The review call covers every decision the diagnostic flagged on your specific file, the verification numbers from our standard checklist, and any follow-up points your reviewing accountant raises in the days after delivery. Most firms only need a single call. If your reviewer surfaces additional questions inside the fourteen-day support window we answer them through the Portal at no extra charge — we do not run a per-minute meter on conversions, and we do not punt complex follow-ups into a separate paid engagement.

Is the Complex service still under sixty minutes end to end?

The conversion itself targets the same under-sixty-minute clock as Standard. The diagnostic that gates the conversion runs in parallel rather than in series, so it does not extend the wall-clock time you see in the Portal. The thirty-minute review call is scheduled separately at your convenience, usually within forty-eight hours of delivery, and is not on the conversion clock. If a diagnostic-flagged decision needs your input we pause and notify you, which can extend the total elapsed time but never the active processing minutes you are billed for.