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:
- This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
If restoring to a network installation of ProSeries, be sure to delete all .jn1 file types in the source location before restoring. These .jn1 files are database files that will be recreated each time a client is restored.How to restore client data files:
- 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.
In some instances, ProSeries may display a "Not responding" message, although actively restoring your files. Please be patient during the restore process. The amount of time required to complete the restore process can vary depending upon the number of files selected and the speed of your computer, network, and peripheral devices.