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How to copy or back up client files using ProSeries

SOLVEDby IntuitProSeries Basic99Updated December 21, 2021

You can copy client files to a zip drive, flash drive, or CD in ProSeries and back them up.

Before you start:

  • Don’t copy files directly to the root directory on your zip or flash drive, as only a limited number of files can be stored there.
  • If you store your ProSeries client files in multiple folders, set the client data file folder to one folder at a time.
    • You'll need to repeat the copy/backup command separately for each different directory.
  • If you’re burning to a CD, you may need to format it first.

Follow these steps to copy or back up client files:

  1. Go to HomeBase and select the client files you want to back up.
  2. From the File menu, select Client File Maintenance.
  3. Choose Copy / Backup.
  4. Enter your target directory in the Set target directory field.
  5. Click on Backup client(s).

ProSeries doesn't offer a cloud backup service. However, you may choose any one of the many vendors that do offer cloud backups to back up your ProSeries data. 

We suggest a performing manual backup or scheduled backup when the program isn't in use and not using "Real-time Sync" backups. The information below is for backing up your ProSeries data—not for running the program in the cloud, as this isn't a recommended setup and isn't supported by ProSeries.

Using a backup service to back up ProSeries data

When using a backup service to back up your ProSeries data, it's important to make sure the following folders are selected.

ProSeries Professional (standalone):

  • C:\ProWinYY\YYData
  • C:\ProWinYY\Common
  • C:\ProWinYY\HomeBase

If you use Tax Import, the following Folder(s) should be backed up if they are present in your ProSeries installation directory:

  • C:\ProWinYY\YYFido
  • C:\ProWinYY\YYOBIR
  • C:\ProWinYY\YYOBIR\Work
  • C:\ProWinYY\YYOBIR\Doc

If you link with QuickBooks data, the following should be backed up:

  • C:\ProWinYY\YYQBData

ProSeries Professional (network)

  • X:\ProSeries\ProNetYY\YYData
  • X:\ProSeries\ProNetYY\Common
  • C:\ProWinYY\HomeBase

If you use Tax Import, the following should be backed up:

  • X:\ProSeries\ProNetYY\YYFido
  • X:\ProSeries\ProNetYY\YYOBIR
  • X:\ProSeries\ProNetYY\YYOBIR\Doc
  • X:\ProSeries\ProNetYY\YYOBIR\Work
  • X:\ProSeries\ProNetYY\YYQBData

If you link with QuickBooks data, the following should be backed up:

  • X:\ProNetYY\YYQBData

ProSeries Basic

  • C:\BasWinYY\YYData
  • C:\BasWinYY\Common
  • C:\BasWinYY\HomeBase

If you link with QuickBooks data, the following should be backed up:

  • C:\BasWinYY\YYQBData

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