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Convert tax returns from ProConnect to Lacerte
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danieltuz17
Level 1
01-20-2024
07:45 AM
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We've moved back to Lacerte and wanted to know how to convert clients from ProConnect to Lacerte? Has anyone done that? If yes, what were the steps?
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George4Tacks
Level 15
01-20-2024
08:29 AM
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Contact support and they should be able to do it. They know how, but don't advertise the process.
It is similar to this for convert to ProSeries https://accountants.intuit.com/support/en-us/help-article/other-articles/converting-tax-data-proconn...
Here's wishing you many Happy Returns
itonewbie
Level 15
01-20-2024
11:18 AM
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Second what @George4Tacks says.
Done this before for reasons other than conversion. So did others.
It's a manual process Intuit Support needs to go through to export the data. So, it may take a couple days to receive a download link for your files.
Since ProConnect is run on the Lacerte engine, the files are actually in Lacerte format, which means you can import the files directly into Lacerte without having to go through conversion.
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