Moondancer
Level 1
How do I backup a ProConnect client for conversion to Lacerte?
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George4Tacks
Level 15

You need to contact support to do this. It is a trade secret that they do not seem to want to share. 


Here's wishing you many Happy Returns

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BechtoltCPA
Level 1

BEWARE:  When I called Intuit to do this, they said it takes 4-5 WEEKS to backup the data in ProConnect.  Anyone that is contemplating switching from ProConnect to Lacerte, it somehow takes this long.  Who knows what they could possibly be doing for 4-5 WEEKS!