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How to Completely Rebuild the ProSeries HomeBase

Intuit Help
Intuit

How to Completely Rebuild the ProSeries HomeBase

Before you begin:

This process can be used in various scenarios where the HomeBase is causing issues like:

  • Ghost files in the EF Center
  • Excessive delays when saving clients
  • ProSeries very slow to open
  • Client files being duplicated
  • Clients being saved as another client, overwriting existing clients
  • Unable to open clients
  • Unrecoverable Error opening program on workstations

Solution Description:

  1. Close ProSeries.
  2. Navigate to C:ProWinYY.  For Basic Edition navigate to C:BasWinYY (YY= Tax Year).
  3. Right-Click on the HomeBase folder and choose to Rename.
  4. Add the word -Old to the end and press Enter.
  5. Open ProSeries (no clients will show) to the 1040 view and go to HomeBase -> Database Maintenance.
  6. The Browse for Folder screen will select the default YYdata directory, click OK to proceed.
  7. The HomeBase Reconciliation screen will indicate the a number of Files were found that are not currently in HomeBase. Click Fix It.
  8. The Files on drive not in HomeBase screen will display the clients that need to be imported and should all be highlighted.  Click OK to proceed with importing.
Note: If your clients are not all selected, click the Select All button then click OK.
  1. When the import process is complete, click Close to exit.
  2. Change the HomeBase View to the next form and repeat this process.
Note: Skip step 11 for Basic Edition.
  1. Once all the clients are imported, go to the EF Center (EF Clients tab) and select them all.
  2. Now go to E-file -> Electronic Filing -> Update Acknowledgement Status for Selected Returns.
  3. When the dialog box appears, click on the 1st option and then click Check Now.
  4. If you use Bank Products, select the client(s) in that view and go to E-file -> Bank Products -> Santa Barbara -> Update Selected Acks.
  1. Make sure all users are out of ProSeries for the given tax year.
  2. Go to the Admin machine and browse to C:ProWinYY. (YY= Tax Year)
  3. Rename the HomeBase folder to HomeBase-old.
  4. Browse to the network drive's ProSeriesProNetYY folder.
  5. Rename the YYdata folder to YYdata-old.
  6. Create a new YYdata folder and leave it empty.
  7. Open the YYdata-old folder and create a new folder called JN1s.
  8. Move (Cut & Paste) all the files with the .JN1 extension to this new JN1s folder.
Note: It will be helpful to sort the files by type to easily select these files.
  1. Open the program (no clients will show) and go to File -> Client File Maintenance -> Restore.
Note: It is suggested to be on the HomeBase View for All Tax Returns.
  1. Click Set source directory... and point it to the ProSeriesProNetYYYYdata-old folder.
  2. Make sure it is set to All Tax Returns under Type.
  3. Choose Select All and click Restore Client(s).
    • If a client is password protected, it will pause the progress and prompt for the password.  If you will be away from the computer, it is suggested to remove the password or skip those files.
    • The Restore process is very slow with no progress bar.  It is complete when the client list populates.
    • To view the progress, open the new YYdata folder and see the files slowly start coming in.
  4. Once the HomeBase is populated, go to the EF Center (Pending tab) and select all the clients.
Note: It is suggested to click the first client, hold Shift, and click the last.
  1. Now go to E-file -> Electronic Filing -> Update Acknowledgement Status for Selected Returns.
  2. When the dialog box appears, click on the 1st option and then click Check Now.
Note: If you use Bank Products, select the client(s) in that view and go to E-file -> Bank Products -> Santa Barbara -> Update Selected Acks.
  1. When this process is complete, go to each workstation and repeat steps 2-4 for each workstation, then open the program.
  1. Browse to C:BasWinYY. (YY= Tax Year)
  2. Rename the HomeBase folder to HomeBase-old.
  3. Rename the YYdata folder to YYdata-old.
  4. Create a new YYdata folder and leave it empty.
  5. Open the YYdata-old folder and create a new folder called PMDs.
  6. Move (Cut & Paste) all the files with the .PMD extension to this new PMDs folder.
Note: It will be helpful to sort the files by type to easily select these files.
  1. Open the program (no clients will show) and go to File -> Client File Maintenance -> Restore.
  2. Click Set source directory... and point it to the BasWinYYYYdata-old folder.
  3. Choose Select All and click Restore Client(s).
    • The Restore process is very slow with no progress bar.  It is complete when the client list populates.
    • To view the progress, open the new YYdata folder and see the files slowly start coming in.
  4. Once the HomeBase is populated, go to the EF Client tab and select all the clients.
Note: It is suggested to click the first client, hold Shift, and click the last.
  1. Now go to E-file -> Electronic Filing -> Update Acknowledgement Status for Selected Returns.
  2. When the dialog box appears, click on the 1st option and then click Check Now.
  3. If you use Bank Products, select the client(s) in that view and go to E-file -> Bank Products -> Santa Barbara -> Update Selected Acks.

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