GodFather
Level 8
‎12-09-2021 06:48 AM

As Lisa mentioned and included, there is a link that provides information on how to transfer data from your previous vendor program.  I am new to ProSeries and transferred information from ATX.  The process was simple, efficient, and quick.  I now have to go in and make sure the data transferred correctly.  I know some information will not automatically transfer based on the information ProSeries provided.  

Here are the steps specific to TaxWise.  Good luck.

How do I backup my data for conversion?

  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (for example, C:\ConversionData).
  2. Open the TaxWise program.
  3. On the Tools menu, select Backup to Disk.
  4. In the Backup Options dialog box, select Start a new backup, then select OK.
  5. In the Select User dialog box, select the folder containing the clients you want, then select OK.
    • If you select multiple folders, a separate Backing Up From dialog box appears for each folder. You'll need to repeat steps 7–8 for each folder selected.
  6. In the Backing Up From dialog box, select Select All.
  7. Select OK.
  8. In the following dialog, set the drive and directory to C:\ConversionData.
  9. Select OK.
  10. On the File menu, select Open Return.
  11. In the Return List window, select Export.
  12. In the Return Grid Output dialog, set the following:
    • Export Type as Comma Separated Values (.CSV)
    • Export Folder to C:\ConversionData
    • Export Filename to ReturnGridExport
  13. Select Export.
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