George4Tacks
Level 15
12-10-2024
08:27 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
It should be pretty quick. You then end up with last year's tax return. You need to review it verify accuracy. Later this month or early next month you can start to proforma to next year and patiently wait for the 2024 to be fully functional.
Here is the article on conversion
To check the status of your data conversions:
- Click Settings in the upper right corner.
- Under Tools select Convert Data.
The conversion Dashboard will display your current and previous conversions along with a status.
Answers are easy. Questions are hard!
Level 3
12-10-2024
09:23 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Nah, the Convert Data tool has updated already. They’ll need 2023 files from their old software, which will create/start 2024 file in ProConnect. Gotta watch the tax year comparisons, depreciation, and any carryovers and make sure they came over correctly.
it’s usually pretty quick, I converted 350+ and was done within 15 minutes.
“The only true wisdom is in knowing you know nothing” -Socrates