Please follow these instructions on backing up your data for the Intuit conversion process

Modules Accepted for Conversion:

  • Individual (1040)
  • Partnership (1065)
  • Corporation (1120)
  • S-Corporation (1120S)
  • Fiduciary (1041)

Follow these steps to back up your clients in ProSystem FX: 

Before You Begin: Calculate all clients and remove locks and passwords.
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
  2. Open the folder ProSystem fx Tax on the desktop and double-click Production Processing.
  3. Click Calculate Returns, then close Production Processing when it finishes.
  4. In the same folder, open the Office Manager program.
  5. Click Backup Client Data.
  6. In the Create Client List dialog box, select All Clients, then click OK.
  7. In the Select Clients for Backup window, click the clients you want, then click AddOR, click Add All to select all clients.
  8. Click Select Drive
  9. In the Select Destination Drive / Directory for Backup dialog box, set the destination to C:\ConversionData.
  10. Click OK.
  11. Next, open the ProSystem FX installation folder (usually C:\WFX32). If you cannot locate that folder or are unsure of the installation path, open the folder ProSystem fx Tax on the desktop again, right-click on 2017 Tax Preparation and choose Open file location.
  12. In that folder, find the file TDExport (or TXExport.exe) right-click and select Run as Administrator.
  13. In the Select Returns for Export window, you may choose filters for the clients to display or leave every option set to All, then click OK.
  14. Next, select the clients you want to convert and use Add to move them to the bottom section, or use Add All to move all clients, then press OK.
  15. In the Export Data window:
    1. Check the boxes for Interview form data and Calculated data.
    2. Enter the File Name as conversion.exp
    3. Enter '0000' in the code box.
    4. Enter the path created in step 1: C:\ConversionData
    5. Press Enter, then click OK to begin exporting data.
Note: Depending on how many clients you are backing up, this may take awhile.


Follow these steps to troubleshoot error 'Unable to copy temp. export file to %s: 

  1. Click OK
  2. Open the installation folder found in step 11 of the instructions above
  3. In that folder, navigate to the tmp folder (default is C:\WFX32\tmp\).
  4. Locate the file with an extension of .exp (for example: $$$3d6c.exp). 
  5. Right-click on that file and choose Copy.
  6. Navigate back to the C:\ConversionData folder and right-click in an empty spot to choose Paste.

Important! Do not remove the  CLNTBKUP.001 file from your backup submission, or add  .zip files created from other backups. A valid backup set contains a CLNTBKUP.001 file that is matched to the specific client files that were backed up in that batch. Attempting to combine multiple separate backups into one folder after-the-fact will result in only clients being converted from one of the batches.

Alternate Process:

In some cases it is not possible to create the conversion.exp file that our process uses. For example, data obtained from a CCH Axcess backup, or if the TDExport.exe will not work, or does not produce the correct file. It is also recommended to use this method in case you have hundreds of returns that are locked and it would be time-prohibitive to unlock them all. The alternate process causes a delay in processing, so we recommend using the original process if possible as it is faster. After uploading the data, you will receive an email indicating your conversion failed, this is OK! On our side we will reprocess these files and you will receive a second email when it is finished.

  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
  2. Open the folder ProSystem fx Tax on the desktop open the Office Manager program.
  3. Click Backup Client Data.
  4. In the Create Client List dialog box, select All Clients, then click OK.
  5. In the Select Clients for Backup window, click the clients you want, then click AddOR, click Add All to select all clients.
  6. Click Select Drive
  7. In the Select Destination Drive / Directory for Backup dialog box, set the destination to C:\ConversionData.
  8. Click OK.
  9. Browse to the C:\ConversionData folder.
  10. Right-click in an empty space and choose New > Text Document.
  11. Double-click the New Text Document to open it, then choose File > Save As. Change the filename to conversion.exp and press Save.
  12. Close the file.


Verify Backup

Follow these steps to verify your backup:

  1. Open C:\ConversionData to view the files that have been backed up.
    • Note: A valid ProSystem fx backup contains files with an extension of .zip. (Your computer settings may hide the .zip extension. The client files may appear as compressed file icons.)
  2. Verify you have one file for every client you are submitting.
  3. Verify you have one file named CLNTBKUP.001.
  4. Verify you have a file with a .exp extension such as conversion.exp or $$$3d6c.exp.


Document ID: 000046807