ProConnect HelpIntuit HelpIntuit

CrossLink backup instructions for data conversion

SOLVEDby IntuitProConnect Tax2Updated July 26, 2021

Before you start:

  • Calculate all client files in your original program.
  • Remove any locks.
  • Remove any passwords.
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (for example, C:ConversionData).
  2. Open your CrossLink 2020 program.
  3. From the Work in Progress (WIP) screen, select Utility, then System Utilities.
  4. Select the Reset Encryption Key button and Run Utility.
  5. Change Encryption Key to 000. (Without the key, we can't access the backup data. Using a predefined key guarantees we can decrypt it.)
  6. From WIP, under Other Items, select the Backup Returns button.
  7. On the Backup Returns screen, choose Select All to select all returns, or select individual returns by selecting the boxes next to them.
  8. Select the Backup button.
  9. After the program tells you that you've backed up your returns, select Close.
  10. Browse to C:\xlink19 using My Computer or Windows Explorer.
  11. Locate the file that begins with ar19 or bk19.
  12. Right-click on the file and choose Copy.
  13. Browse to C:\ConversionData.
  14. Right-click and choose Paste.

Open C:\ConversionData to view the files that you've backed up. A valid CrossLink backup contains a file that begins with ar19 or bk19.

What items will be converted?

The main purpose of this conversion is to get your data ready for the following tax year. So viewing a Form 1040 won't display the same results that had been filed. The conversion is very limited and includes only the basic information in the following PDF documents:

Was this helpful?

You must sign in to vote, reply, or post
Lacerte TaxProConnect TaxProSeries BasicProSeries Professional

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.