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Convert data from UltraTax to Proconnect
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Tax19
Level 1
Monday
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I am in the process of transitioning from UltraTax to ProConnect and would greatly appreciate any guidance or tips from those who have done this before. Here are some specific questions I have:
- Initial Steps: What are the first steps I should take before staring the conversion process?
- Data Export: How do I export data from UltraTax in format that ProConnect can import? Are there specific setting or options in UltraTax that need to be adjusted for the export?
- Data Import: What is the process for inpoerting UltraTax data into ProConnect?
Thank you in advance for your help!
2 Comments 2
sjrcpa
Level 15
Monday
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Haven't done it, but see
Ex-AllStar
Tax19
Level 1
Tuesday
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Thank you but I could not convert data. I will continue to try. Thank you again!!
