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Drake backup instructions for data conversion

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Intuit

Drake backup instructions for data conversion

Before you start:

  • Calculate all client files in your original program.
  • Remove any locks.
  • Remove any passwords

  • Individual (1040)
  • Partnership (1065)
  • Corporation (1120)
  • S-Corporation (1120S)

 

  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:ConversionData).
  2. Open Drake, on the menu bar, click the Tools menu, File Maintenance, then Backup.
  3. In the Drake 2018 - Backup dialog box, click Select a backup location and select the drive and folder for your backup (set the location to C:ConversionData).
  4. Check only the box for Client Files.
  5. Click the Backup button.

Open C:ConversionData to view the files that have been backed up. A valid Drake backup contains a file named DB followed by the date, and ending with a .7z extension (extensions may be hidden depending on your settings, and the icon may resemble a zip file.)

What items will be converted?

The main purpose of this conversion is to get your data ready for the following tax year. Therefore, viewing a Form 1040 will not display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF document.

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