I continue to get the following message when attempting to upload ProSystem FX backups for conversion:
"We could not find any valid files inside C:/CONVERSIONDATA folder. Please follow the backup instructions on the screen to backup your files."
The IT people making my backups are confident that they followed every instruction; and, thanks to an article that I found from Intuit Help, I can confirm that I have the correct file types: https://proconnect.intuit.com/community/import-or-export-data-files/help/prosystem-fx-backup-instruc...
Please help! I've been working at this for over a week and support just reads the Backup Instructions to me and offers very little assistance.
1. How is this any different than what you were discussing here? https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/prosystem-prior-cpa-firm-...
2. What year are you attempting to convert?
3. Maybe @IntuitBettyJo could get someone to reach out to you to assist.
This is a user forum and we typically can not offer any help for product function.
Update: I and an associate were on the phone with LaCerte Support for over 2 hours yesterday for this, with no resolution.
The representative says that our files look correct, are in the correct place, and really should be seen as valid by the program.
This has been an extremely frustrating transition of our ProSystem FX data, and now it seems I will have to input everything manually which will take an inconceivable amount of time.
I tried to reach out to my sales rep from Intuit as well, and he has stopped responding after assuring that he would find someone to help.
Any assistance would be very much appreciated.
It certainly did give me practice! I also have used both, and overall I'd say LaCerte is pretty good and intuitive. There are some things that I don't like: all of the "This form is not available yet" pages, where I would want/expect a pro forma version based on the prior year's (K1, 8995, 1041, etc.)
Then there are some minor things that were not intuitive and took some googling to figure out. But, yes, overall, it is pretty good and the price certainly beats ProSystem!
I would suggest that you review the 2019 returns, especially for accuracy in depreciation and state returns. If everything matches up, go to Screen 3 and go down to the last entry before Organizer Miscellaneous and remove the check mark for Converted client (proforma use only). This will allow more data to proforma to 2020.
I would NOT proforma to 2020 yet. I expect at least one more update to 2019 before organizers and proforma will be good. I don't proforma until we are ready to really have client contacts. Lacerte does not do forms based on last year. If IRS has not yet released at least a proof version of a 2020 form, you won't see it in forms view. The computation will be there and are typically right on, but the form won't be there.
Once the form is there, use a RIGHT CLICK on the line or box you want to input and select "Jump to Input". If you need a zero to be input, what you use is a negative one (-1). F1 in input fields is very helpful.
Also correct your spell check. Lacerte is a family name and does not have that French influence. At least you didn't get lacerate.
Have a great season.