taxes96786
Level 9

I have found a quicker way. I copy the entire ProWin (year) to a USB drive. Open Window Explorer on old computer

Click on C drive, this will list all program folders on right side of screen.

Plug USB, from right side of screen highlight the ProWin folder you want and copy it to the USB folder

eject the USB drive

 

Install the program from the internet site.

With the program closed on the new computer open Windows Explorer

Plug the USB into new computer and click on it. your PS copied folder will show on the right side of the screen.

Highlight the file, right click and select Copy

Scroll up the left side of the screen until you can see the PS file on harddrive

Highlight this folder and click on Paste....the entire ProWin year program with all of your data will copy to the new harddrive.

When transfer copy is done:

Close Win Explorer. Click Start, then all programs, then click on Pro Series (year), click on this and select Home Base Tune-up

when Tune-up has finished you are ready to open the program. All of the options etc you had in place should now be in the program. Verify your license is activated and all Home Base clients are listed.

This is the quickest and easiest way I have found to transfer from old computer to new. I use this method to backup to USB during and at end of each tax season and keep all years on USB.

When I prepare returns for prior years...using the same method...I only need to copy the Data file in the program I am working with and copy it by pasting to the ProWin (year) folder...it will update the Data folder and all other locations automatically.

Just be sure that you run Homebase Tune-up before opening each year you want to work with.

This method also works for your ProPDF folders. If you have added files to any year then copy file for that year and paste the ProPDF year from C:\ to USB ProPDF folder and it will copy it to the correct year