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How to completely rebuild the ProSeries HomeBase

SOLVEDby IntuitProSeries Basic26Updated January 28, 2022

This process can be used in various scenarios where the HomeBase is causing issues like:

  • Duplicate files in the EF Center but not anywhere else
  • Excessive delays when saving clients
  • ProSeries very slow to open
  • Client files being duplicated
  • Clients being saved as another client, overwriting existing clients
  • Unable to open clients
  • Unrecoverable Error opening program on workstations

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.
  1. Close ProSeries.
  2. Open Windows File Explorer.
  3. Browse to the C:\ProWinYY folder.
  4. Right-Click on the HomeBase folder and choose to Rename.
  5. Add OLD to the end and press Enter so it now called HomeBaseOLD.
  6. Open ProSeries. When you open ProSeries you won't see the client files.
  7. Go to the 1040 HomeBase view.
  8. Run a HomeBase Maintenance to have the HomeBase populate with client data:

Starting in tax year 2020 the Database Maintenance tool has been replaced with a new and improved HomeBase Maintenance tool. For details on the change, see here.

To run HomeBase Maintenance in ProSeries 2020:

  1. Go to HomeBase and change your Homebase View to the main view impacted such as the Form 1040: Individual.
    • HomeBase Maintenance is not available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund
  2. From the HomeBase menu, select HomeBase Maintenance.
  3. Let it run! HomeBase Maintenance will fix any issues it encounters automatically.

To run DataBase Maintenance in tax year 2019 and prior:

  1. Go to HomeBase and change your Homebase View to the main view impacted such as the Form 1040: Individual.
    • HomeBase Maintenance is not available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund
  2. From the HomeBase menu, select Database Maintenance.
  3. Verify the correct folder is selected for your client files, then click OK.
  4. If there are inconsistencies between your Homebase database and client data files are found, the HomeBase Reconciliation dialog box will appear.
    • Click Show Details to view a list of files in each category.
    • Click Fix It to synchronize your client files and HomeBase.
    • Click Help for more information about the HomeBase Reconciliation dialog box.
  5. Click Recheck to ensure that you have fixed any inconsistencies.
  6. Click Close.
  7. To perform maintenance on a different view, such as 1120 or 1065, select the view and repeat the above steps.

Once all the clients are imported we'll need to update the e-file status for the returns:

  1. Go to the EF Center HomeBase view ProSeries Professional or the EF Clients tab in ProSeries Basic.
  2. Highlight the returns that remain outstanding.
  3. From the E-file menu, select Electronic Filing.
  4. Select Update Acknowledgement Status of Selected Returns/Extensions/Payments
  5. Choose to update Only the selected return.
  6. Click OK to retrieve the latest available status.

For ProSeries 2020 and newer:

  1. Close ProSeries.
  2. Open Windows File Explorer.
  3. Browse to the C:\ProWinYY folder.
  4. Right-Click on the HomeBase folder and choose to Rename.
  5. Add OLD to the end and press Enter so it now called HomeBaseOLD.
  6. Open ProSeries. When you open ProSeries you won't see the client files.
  7. Go to the 1040 HomeBase view.
  8. Run a HomeBase Maintenance to have the HomeBase populate with client data.
  9. Go to HomeBase and change your Homebase View to the main view impacted such as the Form 1040: Individual.
    • HomeBase Maintenance is not available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund
  10. From the HomeBase menu, select HomeBase Maintenance.
  11. Let it run! HomeBase Maintenance will fix any issues it encounters automatically.

Once all the clients are imported we'll need to update the e-file status for the returns:

  1. Go to the EF Center HomeBase view or the EF Clients tab in ProSeries Basic.
  2. Highlight the returns that remain outstanding.
  3. From the E-file menu, select Electronic Filing.
  4. Select Update Acknowledgement Status of Selected Returns/Extensions/Payments
  5. Choose to update Only the selected return.
  6. Click OK to retrieve the latest available status.
  1. Make sure all users are out of ProSeries for the given tax year.
  2. Go to the Admin machine.
  3. Open Windows File Explorer.
  4. Browse to C:\ProWinYY.
  5. Rename the HomeBase folder to HomeBaseold.
  6. Browse to the network drive's X:\ProNetYY folder.
  7. Rename the YYData folder to YYDataold.
  8. Create a new YYData folder and leave it empty.
  9. Open the YYDataold folder and create a new folder called JN1s.
  10. Move (Cut & Paste) all the files with the .JN1 extension to this new JN1s folder.
    • It will be helpful to sort the files by type to easily select these files.
  11. Open the program you'll see no returns, we'll bring those in next.
  12. Switch to the All Tax Returns view.
  13. From the File menu, select Client File Maintenance then Restore.
  14. Select Set source directory... and browse to X:\ProNetYY\YYDataOLD.
  15. Choose Select All and click Restore Client(s).
    • The restore process takes, on average, 3-5 seconds per client file. If you have a large number of returns this process can take some time to complete.  
    • If a client is password protected, it will pause the progress and prompt for the password.  If you will be away from the computer, it is suggested to remove the password or skip those files.
    • To view the progress, open the new YYData folder, files are restored in alphabetical order which will help determine how far in the process it is.
  16. Once the HomeBase is populated, go to the EF Center and select all the clients.
    • Click on the first client, hold Shift, and click the last to select all.
  17. From the E-file menu, select Electronic Filing, then Update Acknowledgement Status for Selected Returns.
  18. Select the first option then Check Now.
  19. When this process is complete, go to each workstation and repeat steps 3-5 for each workstation, then open ProSeries.

For ProSeries Basic 2021 and newer:

  1. Close ProSeries Basic.
  2. Open Windows File Explorer.
  3. Browse to the C:\BasWinYY folder.
  4. Right-Click on the HomeBase folder and choose to Rename.
  5. Add OLD to the end and press Enter so it now called HomeBaseOLD.
  6. Open ProSeries Basic. When you open ProSeries Basic you won't see the client files.
  7. Go to the 1040 HomeBase tab.
  8. From the HomeBase menu, select HomeBase Maintenance.
  9. Let it run! HomeBase Maintenance will fix any issues it encounters automatically.
  10. Once all the clients are imported we'll need to update the e-file status for the returns:
  11. Go to the EF Clients tab.
  12. Highlight the returns that remain outstanding.
  13. From the E-file menu, select Electronic Filing.
  14. Select Update Acknowledgement Status of Selected Returns/Extensions/Payments
  15. Choose to update Only the selected return.
  16. Click OK to retrieve the latest available status.

For ProSeries Basic 2020 and prior:

  1. Close ProSeries.
  2. Open Windows File Explorer.
  3. Browse to the C:\BasWinYY folder.
  4. Right-Click on the HomeBase folder and choose to Rename.
  5. Add OLD to the end and press Enter so it now called HomeBaseOLD.
  6. Right-Click on the YYData folder and choose to Rename.
  7. Add OLD to the end and press Enter so it now called YYDataOLD.
  8. Create a new YYData folder and leave it empty.
  9. Open the YYDataOLD folder and create a new folder called PMDs.
  10. Using cut and paste, move all the files with the .PMD extension to this new PMDs folder.
    • It'll be helpful to sort the files by type to easily select these files.
  11. Open ProSeries Basic.
    • No clients will show in the HomeBase.
  12. From the File menu, select Client File Maintenance then Restore.
  13. Select Set source directory... and browse to C:\BasWinYY\YYDataOLD.
  14. Choose Select All and click Restore Client(s).
    • The restore process takes, on average, 3-5 seconds per client file. If you have a large number of returns this process can take some time to complete.  
    • To view the progress, open the new YYData folder, files are restored in alphabetical order which will help determine how far in the process it is.
  15. Once the HomeBase is populated, go to the EF Client tab and select all the clients.
    • Click on the first client, hold Shift, and click the last to select all.
  16. From the E-file menu, select Electronic Filing, then Update Acknowledgement Status for Selected Returns.
  17. Select the first option then Check Now.

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