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Just bought a new computer and had data files transferred over from old computer. Downloaded prior year Proseries software. How do I upload 2017 client files?

mmwcpa
Level 1
 
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Accountant-Man
Level 12

Find the 17data folder in the prowin17 folder. Copy the tax files into it. Open PS and using the Homebase Maintenance command in the menu, import the filenames into the Homebase. You need to do this for each type of return, 1040, 1120, etc.

** I'm still a champion... of the world! Even without The Lounge.

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3 Replies 3
Accountant-Man
Level 12

Find the 17data folder in the prowin17 folder. Copy the tax files into it. Open PS and using the Homebase Maintenance command in the menu, import the filenames into the Homebase. You need to do this for each type of return, 1040, 1120, etc.

** I'm still a champion... of the world! Even without The Lounge.

View solution in original post

jolago
Level 1

what is ps? where can I find it

 

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IRonMaN
Level 15

Hint:

Pro

Series


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