This article will help you restore client data files from a back-up using the Client File Maintenance feature in ProSeries and ProSeries Basic.
Before you start:
- Note that we'll reference default installation and data file locations. When referring to path or folder locations, YY is used to reference the tax year in 20YY format. C:\ will always indicate the local drive and X:\ will always indicate a network drive.
- Open ProSeries to the HomeBase.
- From the File menu, select Client File Maintenance, then click Restore.
- Press the Set source directory button to navigate to the location of your backed up files.
- Select the Type of return to be restored.
- Select the client files to be restored. If you want to restore all files, use the Select all button.
- Review the path specified for Set target directory. The default location should specify your ProSeries data folder. If you want to restore clients to a different location, use the Set target directory button to change the destination folder.
- To check where your current data is saved, press Cancel. Then click File > Change Directory. Verify the path shown under Current year client files.
- Click on Restore client(s) to begin restoring the selected files to your target directory.
Files copied to CD, DVD, or USB devices may sometimes inherit the read-only file attribute. ProSeries cannot use read-only client files, since their values may not be changed.
Follow these steps to restore read-only files to files ProSeries can use:
- Use Windows Explorer to copy the backed-up files from the CD, DVD, or USB device to a directory on your local computer. (Note: Don't copy these files directly to the YYData folder.)
- Use the Windows key (Windows logo) + E key to open Windows File Explorer.
- Highlight the copied files in Windows Explorer.
- Right-click on the highlighted file(s).
- Press Properties.
- In the Properties dialog box, under the Attributes section, uncheck all boxes except Archive.
- Click Apply, then OK.
- Follow steps 1-7 in the previous section to restore the files into ProSeries.