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How to download and install ProSeries as a standalone

SOLVEDby IntuitProSeries Basic72Updated 1 month ago

This article will help you install ProSeries Professional or ProSeries Basic as a stand alone.

Before you start:

  • If you need to install the network version of ProSeries Professional, click here.
  • If you purchased a new computer and need to transfer files from your prior computer, click here.

Download and install from My Account:

You must be an account administrator to download the program. Click here for more information about role management in My Account.
  1. Sign to My Account.
  2. Enter your email or user ID and password, then click on Sign In.Sign-in screen
  3. To download the current year's program, click respective Download button. For prior tax years, select Previous Years and click on the year you need to download.
    • If the drop-down does not show the current tax year, you may need to use the Renew Now button to renew your software license.
  4. When asked Do you want to run or save this file? click Save.
  5. Click Save again to finish saving the file.
  6. Press CTRL + J on your keyboard to open your Downloads.
  7. Run the downloaded file. If installing ProSeries Professional it will be CoreInstallerTY21.exe. If installing ProSeries Basic it will be BasicInstallerTY21.exe.
  8. The install wizard will start.
  9. Follow the on-screen instructions to walk you through the setup.

To install ProSeries software from the ProSeries CD:

  1. Close all open applications and temporarily turn off any virus protection utilities on your computer.
  2. Insert the ProSeries CD into the computer.
    • Windows should automatically start the installer, but if it doesn't:
      1. Go to the Windows taskbar, click Start, and then choose Run.
      2. Type D:\CDSETUP in the Run window and click OK.
  3. Click Install ProSeries, and then click OK.
  4. Review the information on the welcome screen and click Next.
  5. Read the software license agreement, and then select I accept the terms of the license agreement and click Next.
  6. Select Stand Alone as your installation type, and then click Next.
  7. Click Next to accept the default destination.
    • C:\ProWinYY is the ProSeries Professional default destination.
    • C:\BasWinYY is the ProSeries Basic default installation.
  8. Select all the products that you plan to use and click Next.
  9. Review the list of products that will be installed later and click OK.
  10. Review the information. Click Next to continue or Back to change your selections.
  11. When the installation process is completed, make sure that the Launch ProSeries box is checked and click Finish.
    • If you don't want to proceed with the setup at this time, uncheck the Launch ProSeries checkbox and click Finish.
  12. ProSeries will now license your program and import your firm information. When the tasks are complete, click Next to continue.
  13. Follow the on-screen instructions to complete the setup process.
  14. After installing your ProSeries tax software, turn on your virus protection software again.
 

If a Restart Windows message generates, restart your computer to update the Windows system files before using ProSeries again.

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