How do you download converted client files into ProSeries?
How to download your converted data
Before you begin: you must install the most current ProSeries program before transferring your converted client data files.
In ProSeries Professional:
- In the HomeBase View screen, go to the Import menu, then Client Data Conversion.
- Select Download Converted Client Data.
- Sign in with your user ID and password.
- In the Download Converted Data pop-up, select the box for the batch you want to download.
- Select Download.
- Select Done to close the Tax Data Conversion Wizard.
In ProSeries Basic Edition:
- In the HomeBase View screen, go to the Tools menu, then Client Data Conversion.
- Select Download Converted Client Data.
- Sign in with your user ID and password.
- In the Download Converted Data pop-up, select the box for the batch you want to download.
- Select Download.
- Select Done to close the Tax Data Conversion Wizard.
After you've downloaded the converted client files, the program will ask to close and reopen. Once you've reopened ProSeries, the program will begin the process of transferring the converted client files.
Agent Notes: The automated Data Conversion utility stores converted file in C:\ProWinYY\CompConversion. If a new customer needs to transfer a prior year client to an organizer, you'll need to transfer the prior year file from there.