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Laptop installation clients

Level 1

I've been using Proseries tax software over 7 years, usually installed stand alone computer, now I decided to install in my lap top or note book, I don't know how to transfer my clients from prior year into my lap top?

By the way, I installed 2018 in my lap top already!

I need assistance!

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2 Replies 2
Level 15
Level 15

Use BackUp/Restore in ProSeries, Backup to a flash drive on your regular computer, then Restore from the flashdrive onto the laptop.

Level 8

I just copy the data files to the new computer and do a database maintenance.  It is much faster than a backup and restore.


This forum is not for only Professionals or those who use Intuit products.  The answers you receive may have been provided by someone with no experience – maybe someone who uses H&R Block software.  Who knows.