Modules Accepted for Conversion:

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

Back up clients in Drake:

Calculate all clients, and remove locks and passwords before beginning the backup process.
  1. Create a new folder on your C: drive named ConversionData before you begin the backup process (e.g., C:\ConversionData).
  2. Open Drake, on the menu bar, click Tools, File Maintenance, then Backup.
  3. In the Drake 2017 - Backup dialog box, click Select a backup location, and select the drive and folder for your backup (set the location to C:\ConversionData).
  4. Check only the box for Client Files.
  5. Click Backup.

Verify Backup

Open C:\ConversionData to view the files that have been backed up. A valid Drake backup contains a file named DB followed by the date, and ending with a .7z extension (extensions may be hidden depending on your settings, and the icon may resemble a zip file.)