- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Ok. Since I have all of my BasWinYY, Client files, and ProPdf files backed up, I tested the restore of my first year just to see what works for me. Here are the steps that worked for me and it is probably the simplest method if it works for you. Note: I used the default location for the BasWinYY files and a modified location for the client files.
1. Go to the Intuit MyAccount page (https://myproconnect.intuit.com/account/dashboard) and restore all of the previous year ProSeries software that you want to restore. I am restoring 2017-2024.
2. I restored all of my BasWinYY folders (entire folder) to the default location on the new computer. When asked, I selected "Replace Files". Note: YY indicates the year.
3. I restored all of my Client File Folders to the new computer. Note: Be sure to know where your restored Client File Folders are located. The default location is inside the BasWinYY folder for each year. I chose a different location.
4. I restored the ProPdf folder to the new computer. (It has all of your PDF files for all of the years)
5. I then launched my ProSeries Basic software for 2017. Once open, I went to File>Change Directory. Using the Browse option, I changed the location of the "Current year client files" to the location of my restored client files for that year. Note: When you first launch the software, there will not be any clients displayed. Once you change the client file location (clicked OK), all of the clients will be populated in the software. Make sure the client file year and the software year are the same. Depending on how may clients you have this could take a little while and you might get a message that the system is busy.
6. Test opening a client in restored ProSeries Basic software.
7. Perform steps 5 and 6 above for all of the rest of the years you are restoring..
This worked for me.
Danny Gammon