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Transfering clients

Level 1

Using new computer and downloaded program from 2019, but how do I transfer all the client data from the old computer to the new one? Do all the clients need to have a PDF saved?

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Level 11

You copy the tax files, not the PDFs. Copy up to the new computer in the same place they reside in the old computer.

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Level 15
Level 15

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.


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