Convert data from Proconnect to Proseries

Forum|Forum|3 years ago
January 5, 2023
2 replies
11 views

I called the whole afternoon for the help with coversion data from Proconnect to Proseries, and was kicked back and forth by their support team.

When I bought the software, I was told it is very easy to convert the data. Only need couple minutes.

Does really nobody know it how to convert the data?

ProSeries Professional

This topic has been closed for replies.

dascpa

Level 11

I'm not positive but I think you can only go from (desktop) ProSeries to Proconnect (online) just like you can only go from QuickBooks (desktop) to QBO (online). Let me know if I'm incorrect on this.

Skylane

Intuit Community Champion

Did you try these instructions? There’s a video that I did not watch

https://proconnect.intuit.com/support/en-us/help-article/other-articles/converting-tax-data-proconnect-tax-proseries/L5eV9tuXU_US_en_US?uid=lcjz8vgq

If at first you don’t succeed…..find a workaround

M

Mj09Author

Level 2

Yes, I called the number 1-800-200-7599 many times. They kicked me to another number 800-434-6818.

The team on *****7599, said I should call ***6818.

People on *****6818, said I should call ***7599.

The salespeople said it is easy to convert. It just takes couple minutes.

" If you need assistance with converting your ProConnect data to Lacerte, reach out to the ProConnect support team at 1-800-200-7599. "

J

jeffmcpa2010

Level 10

" If you need assistance with converting your ProConnect data to Lacerte,"

Just to be clear

Are you trying to convert Proconnect to Lacerte or

Proconnect to ProSeries?

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