importing information from ProSeries 2024

DGD

We are migrating from ProSeries to ProConnect and need to import prior year's information for our clients. What is the procedure for this?

Quack_Shot

Go to Settings, Convert Data, then it will walk you through the steps.

“The only true wisdom is in knowing you know nothing” -Socrates

Intuit_Kallana

Hi, please refer to this article How to Convert Tax Return Data to ProConnect for instructions on how to backup the ProSeries data, what information will transfer, and how to import into ProConnect.

importing information from ProSeries 2024

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