Data Transition Services

So, what is a Shell Company?

Struggling with rebuilding a company using Export/Import? Finding it frustrating to import Employees with payroll fields or Bill of Materials?

That’s where the Shell Company comes to the rescue!

A Shell Company provides a fully structured foundation for your data—without transactions or balances. It contains all maintenance records, including:

✔ Customers, Vendors, Employees, Inventory, Jobs, Phases, Costs Codes and Chart of Accounts.  All types of maintenance records.
✔ Sales tax settings and payroll fields
✔ Payroll tax files
✔ Bill of Materials

Why Use a Shell Company?

Instead of manually importing and configuring every detail, a Shell Company lets you skip the hassle and jump straight into business operations. Simply import your beginning balances and transactions, and you’re good to go—saving days of effort!

What’s Included in a Shell Company?

Beyond the basics, it can also contain:

✔  Pre-configured Users and Roles
✔  GL account settings for Customers & Vendors
✔  Payroll taxes and linked GL Accounts
✔  Customer credit card links (for Paya or other payment services)
✔ ACH settings for online transactions
✔ Memorized transactions (Optional)
✔ Fixed assets (If installed)
✔ Jobs, phases, and cost codes (Optional)
✔ Inventory unit of measure & pricing
✔ Inventory quantity discounts
✔ Budget amounts & financial structures
✔ Bill of Materials (assemblies)
✔ Custom reports (If supplied)
✔ Maintenance record attachments (Optional)

💡 Optional items may require an additional charge.

The Bottom Line

✔ Everything stays intact except G/L balances and transactions
✔ No more tedious manual imports—just set your beginning balances and load transactions
✔ An effortless way to rebuild a company structure without losing critical data

Make your company rebuild stress-free—use a Shell Company and start fresh without the headaches!

Everything will be there except G/L balances and transactions.  All you need to do is set beginning balances and import transactions.