File conversion

Forum|Forum|4 years ago
November 13, 2021
2 replies
22 views

Converting from PTO to Proseries for 2021. PTO converts files to Lacerte format, BUT not via Lacerte backup process, apparently. Proseries seems unable to accept the file (conversion wizard not recognizing them). On the phone over 9 hours with “support” with a variety of folks from both Proseries and PTO. They actually ended up suggesting I just re-enter them as new returns in Proseries. Cannot get them to talk to each other. Cannot get them to have me speak to developers, etc. ZERO help from either side.

i down,oaded the files with no problem to Drake demo, a competitor, vut cannot get them into Intuit’s own product from another one of their own products.

ProSeries Professional

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Accountant-Man

Level 13

That's life. Intuit hasn't always owned Lacerte, and Pro Series uses a different software structure.

You'd think they would want to make it easier to convert to their MORE EXPENSIVE PRODUCT.

** I'm still a champion... of the world! Even without The Lounge.

George4Tacks

Level 15

You have to contact support directly to get PCT (new acronym) to convert to another Intuit product. They do it internally and send it to you. https://proconnect.intuit.com/community/taxation/help/how-to-contact-proconnect-tax-online-for-help/00/4668

Answers are easy. Questions are hard!

J

JhabermanAuthor

Level 3

Thanks for yiur response. That is how the attempted conversion was done. ProConnect converted my files to Lacerte backups, sent me a zip folder of all the files & ProSeries is not recognizing the files. Neither support (ProConnect ir ProSeries) has been of any help and I can’t get to any higher level of suppirt or development

George4Tacks

Level 15

This describes the files that SHOULD be in the Lacerte backup.

Open C:\ConversionData to view the files that you backed up. A valid Lacerte backup looks like a Lacerte database folder and contains the following for each tax type:

8 Database files with names starting with DATA and ending in .DBF.
8 Database files with names starting with DATA and ending in .MDX.
- For example, for Individual, you'll see DATA1I18.DBF–DATA8I18.DBF and a corresponding MDX for each. For Corporate, it'll be DATA1C18–DATA8C18.
- It's OK to back up all clients into the same folder, as the file names differentiate by tax type.
Several folders, including DETAIL.
Within the DETAIL folder, one file for each client backed up, with an extension of .?D8, where the "?" represents the tax type.

A valid backup must contain the entire file and folder structure. The conversion process won't work if we receive only detail files.

From this link https://proconnect.intuit.com/community/convert-data-files/help/lacerte-backup-instructions-for-data-conversion/00/5876

Someone at Lacerte should be the ones to help you get those staight.

Answers are easy. Questions are hard!

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