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donweymer
Level 1
February 9, 2022
Question

Can I export all my previous data, clients, returns etc?

  • February 9, 2022
  • 1 reply
  • 5 views
Preferably in the Pro-series format
This topic has been closed for replies.

1 reply

George4Tacks
George4Tacks
Level 15
February 9, 2022

Contact ProSeries support to convert from ProConnect. I believe they need to convert to Lacerte then from then convert to PS, but it takes special handling. You may be able to simply input the returns in the amount of time you will need to spend with support. 

https://proconnect.intuit.com/community/order-products-from-intuit/help/how-to-contact-proseries-for-help/00/4714

 

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