Hi thesolarguys,
This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with the Import / Export tool by performing an update. Just pick a different key field other than RecordID because, as I mentioned, your RecordIDs will not be consistent between accounts.
Next, you will want to import your screens. If you already have a Method account, you can copy screens from another account by navigating to Customize > Screens and selecting the Copy / Import Screen… button in the lower right hand side. I cannot guarantee that these screens will be functional, as you are copying them from another system and they may require modifications to work correctly.
Finally, you will need to import your non-posting data such as your leads and activities after exporting them from your old account. We cannot assist you with the exporting your data from QXpress, but in Method, if you need to export more records than the limit allows, you would use the filter with script option.
As I mentioned previously, importing these to a new account will break many of the connections that exist via the RecordID field. I wrote a forum post yesterday explaining how to re-create these connections for activity series and occurrences here. You will need to do something similar, but on a much larger basis, as you are not just importing activities.
Again, this is a very large project. I strongly recommend that you reach out to one of our partners for help with this. If you would like to discuss this further, please don’t hesitate to reach out to your Method account manager. Finally, if you have any follow up questions, please don’t hesitate to post back.
I hope this helps.
-Audisho