"How can I get Homebase clients onto another computer? I know I can download the software, but I need to get last year's client's to new computer desktop."

Forum|Forum|6 years ago
December 7, 2019
2 replies
33 views

No text available

ProSeries Professional

This topic has been closed for replies.

Best answer by IRonMaN

Plug a flash drive in the old computer and open up the software. When in the homebased view, highlight clients then click >file >client file maintenance>copy. Then plug the flash drive in the new computer and follow the same process but click restore instead of copy.

IRonMaNAnswer

Level 15

Plug a flash drive in the old computer and open up the software. When in the homebased view, highlight clients then click >file >client file maintenance>copy. Then plug the flash drive in the new computer and follow the same process but click restore instead of copy.

Slava Ukraini!

D

djtenn2000

Level 4

open the intall folder for the year you're looking to transfer (ie proseries 17). This is usually on our c: drive, but depending on your installation choice, it could be a different drive.   You should see ProWin17.
Open that folder and copy the folder that says "17data" to a flash drive.  Then on your new computer, simply paste that data into ProSeries17 folder with the same name (17data).  Be sure to have ALL THE forms, state returns, etc already installed on the new computer for said tax program year.  From there you can do client file maintence, refresh homebase, or database maintenace to get them. to appear at the homebase.

From there you should be able to open the next year (ie Proseries18) and simply transfer all the clients info to the homebase.  If done this several times.  It doesn't take long unless you have to use the database maintenance feature.  Good luck

Sign up

Login with SSO

Let's get you signed in

Login with SSO