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Level 2
Feb 23, 2021 1:23 AM UTC
Solved

importing a ProConnect file from another preparer

How do I import a 2019 ProConnect file into my account? This is a file from another preparer that my son in law used prior to marrying my daughter. It's not a Data Conversion since it is the same software. I'd like to work on his stuff without all the re-entry if possible. The file I received has a .19i extension

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itonewbie
itonewbieAnswer
Level 15
Feb 24, 2021 1:05 AM UTC

Yes, by data conversion.  Submitted this file for conversion shouldn't affect the one that's already in progress.

---------------------------------------------------------------------------------Still an AllStar

5 replies

itonewbie
Level 15
Feb 23, 2021 1:37 AM UTC

Native file format for ProConnect Tax is Lacerte.  You will need to convert it through the normal process.

---------------------------------------------------------------------------------Still an AllStar
kdiningerAuthor
Level 2
Feb 23, 2021 9:40 PM UTC

By "normal process" do you mean Data Conversion? 

If so, I have other files in there from Turbo Tax that I already submitted for conversion. Do I need to remove them, add the new file and then request conversion? 

Thanks

 

itonewbie
itonewbieAnswer
Level 15
Feb 24, 2021 1:05 AM UTC

Yes, by data conversion.  Submitted this file for conversion shouldn't affect the one that's already in progress.

---------------------------------------------------------------------------------Still an AllStar