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How to use the ProSeries Local Backup tool

SOLVED•by Intuit•ProSeries Basic•15•Updated February 09, 2022

The ProSeries Local Backup tool is designed to backup data and settings files from the original/old computer, then restore those files on the new computer.

  • This utility will only backup files from within the default Data folder path, not files stored elsewhere in a custom location.
  • The utility requires Microsoft .NET Framework 3.5 to be installed. This should be present already on most new computers or any system with tax year 2012 or newer ProSeries installed on it.
  • The utility is designed only to back up and restore files from standalone ProSeries installations at this time and shouldn't be used for Network installations.
  • The utility may be used for tax years 2008 and newer on either Professional or Basic.
  • It's intended to be restored on a new computer before the program is installed.

Option 1 - Run the Local Backup tool from ProSeries Tool hub

  1. Close ProSeries.
  2. Download the ProSeries Tool Hub Install file. Save the file  somewhere you can easily find it (like your Downloads folder or your Windows desktop).
  3. Open the file you downloaded (ProSeriesToolsHub_Setup.exe).
  4. Follow the on-screen steps to install and agree to the terms and conditions.
  5. When the install finishes, double-click the icon on your Windows desktop to open the Tool Hub.
    PCG_PS_TH_Icon.png

If you can't find the icon, do a search in Windows for ProSeries Tool Hub and select the program.

Step 2: Using the Local Backup tool in the ProSeries Tool Hub

  1. Open the ProSeries Tool Hub.
  2. Select Migration/Backup on the left.
  3. Click on Local Backup.

PCG_PS_ToolHub-MigrationBackup-local.png

  1. Follow the on-screen instructions to run the tool.
  1. Connect the USB drive to the new computer. If the drive doesn't automatically open, browse to it using File Explorer.
  2. Open the ProSeries Backup Utility again.
  3. Choose the Restore Backup option.
  4. Backup Location: This should show automatically, but select Change to choose path for the USB drive.
  5. Select .zip to restore. Use the dropdown arrow to choose the specific backup made.
  6. Target Path: This field should populate automatically, but choose Change if it doesn't show the proper installation path.
    • We encourage you to restore your backup to the same path that ProSeries was installed to on your prior computer.  This will make sure your ProSeries HomeBase is successfully restored, and provides access to your client files.  If you restore to a path different than that of your prior computer, it'll be necessary to restore your HomeBase by running a HomeBase Maintenance after installing your ProSeries software.
  7. Select Restore to begin the process.
    When the green progress bar reaches the end and says Extracting done, close the Restore window and the Utility window behind it.
  8. You are now ready to install ProSeries on the new computer.

When your installation is complete, your settings and data will be available within your new ProSeries installation.  When ProSeries launches the first time, the Options Setup Wizard will open automatically, but may be closed.

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