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In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
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- HOW CAN I TRANSFER ALL OF MY CLIENTS DATA'S TO PRO SERIES FROM Pro Connect?
HOW CAN I TRANSFER ALL OF MY CLIENTS DATA'S TO PRO SERIES FROM Pro Connect?
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jkcss
Level 2
01-12-2022
08:31 PM
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I purchased Pro-series 2022 program and I want all of my client's data 2021 in Pro connect to copy and transfer to Pro-Series to convert previous info easily.
I want to use Pro and tax online both.
Is there any formal email to help me to let him know my account's number, I am out of U.S .
It's hard to call .
How can I transfer it ?
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2 Comments 2
sjrcpa
Level 15
01-12-2022
08:49 PM
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How to convert tax return data into ProConnect Tax (intuit.com)
EDIT: I think I got it backwards Does ProSeries convert from ProConnect? - Intuit Accountants Community
Ex-AllStar
Skylane
Level 11
01-12-2022
11:55 PM
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Danger Will Robinson…….Danger
when you get Intuit to convert the files, make sure to verify asset entries and prior year data is correct.
i had some files converted from Lacerte years ago…. It wasn’t pretty… but it was long ago… they are likely better at it.
If at first you don’t succeed…..find a workaround
