How do I transfer my proseries software and files to another laptop

[Just-Lisa-Now- · Accepted solution]

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.

[George4Tacks]

https://accountants-community.intuit.com/articles/1611367-how-to-copy-proseries-file-s-from-one-comp...

[Just-Lisa-Now-]

Those instructions seem rather complicated.

[wbc3616]

THANKS A LOT

[Dan_in_Boston]

The page has moved.  It's now here:  https://proconnect.intuit.com/community/help-articles/help/installing-proseries-on-a-new-computer/00...

The old link fails.  It would be easy enough for it to redirect you to the new article, but that would require an investment of minutes of work.  Less than an hour, though.

They're less "complicated" than "mind-numbingly tedious".  It would be easy enough for Intuit to make a script, a simple program, to automate that process.  But that would require an investment of hours of work.  

And I suggest, Lisa, that the instructions are less "complicated" than "mind-numbingly tedious".   It would be easy enough for Intuit to make a script, a simple program, to automate that process of copying the files & folders that you want into the new install (and the process of pointlessly renaming the ones you don't want).  But that would require an investment of hours of work.  Counting testing & QA, it might be a workday, maybe two.

Also, the instructions LOOK worse than they are, because the page is broken.  On Step 2, most of the ProSeries Basic instructions are visible, regardless of whether you've expanded or collapsed that part of the outline.  It would be easy enough to fix that simple bug, but [etc. etc.]

[jackcleve]

THANKS!

[rikelmi1]

Thanks for your help!

[akunamatatta]

Tried bringing over the files, however keeps getting an error message after every two files that a file needs to be updated.

I stopped the transfer to update installed products and it is still happening.

On the old computer do you copy the ef clients or all the 1040 clients?