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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- Can I export all my previous data, clients, returns etc?
Can I export all my previous data, clients, returns etc?
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donweymer
Level 1
02-09-2022
11:15 AM
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Preferably in the Pro-series format
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George4Tacks
Level 15
02-09-2022
05:02 PM
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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.
Answers are easy. Questions are hard!
