Just-Lisa-Now-
Level 15
Level 15

This is the simplest way, but it doesn't pull over any of your program options, it just gets the clients moved.

I also Copy and replace the ProSeries COMMON folder from the old to the new computer, to get the options to follow as well.

And I 'think' once you get the common folder over to the new system, you may not have to even have to update the EF acknowledgements, I think those will move over as well.

 

Install ProSeries on the new computer.

On the old computer, open ProSeries and highlight all your client files.  Choose File > Client File maintenance and Copy/backup all the files to a flashdrive.

Open ProSeries on new computer.

Click File > Client File maintenance and choose Restore.  Highlight all the files on the flashdrive and restore to the new computer.

Now run the Homebase Database Maintenance, that should sync HB up.   

You'll then want to open the EF Center, highlight all your client files and choose to Update Selected Acknowledgements to pull all the EFile information into the new computer.


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