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Level 1
December 6, 2019
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How do I transfer my proseries software and files to another laptop

  • December 6, 2019
  • 2 replies
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Best answer by Just-Lisa-Now-

Install ProSeries on the new computer.

On the old computer, open ProSeries and highlight all your client files.  Choose File > Client File maintenance and Copy/backup all the files to a flashdrive.

Open ProSeries on new computer.

Click File > Client File maintenance and choose Restore.  Highlight all the files on the flashdrive and restore to the new computer.

Now run the Homebase Database Maintenance, that should sync HB up.   

You'll then want to open the EF Center, highlight all your client files and choose to Update Selected Acknowledgements to pull all the EFile information into the new computer.

2 replies

Just-Lisa-Now-
Intuit Community Champion
December 6, 2019

Install ProSeries on the new computer.

On the old computer, open ProSeries and highlight all your client files.  Choose File > Client File maintenance and Copy/backup all the files to a flashdrive.

Open ProSeries on new computer.

Click File > Client File maintenance and choose Restore.  Highlight all the files on the flashdrive and restore to the new computer.

Now run the Homebase Database Maintenance, that should sync HB up.   

You'll then want to open the EF Center, highlight all your client files and choose to Update Selected Acknowledgements to pull all the EFile information into the new computer.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
January 24, 2020

THANKS A LOT

George4Tacks
Level 15
December 6, 2019
Just-Lisa-Now-
Intuit Community Champion
December 6, 2019
Those instructions seem rather complicated.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 2
February 18, 2020

The page has moved.  It's now here:  https://proconnect.intuit.com/community/help-articles/help/installing-proseries-on-a-new-computer/00/4674

The old link fails.  It would be easy enough for it to redirect you to the new article, but that would require an investment of minutes of work.  Less than an hour, though.

They're less "complicated" than "mind-numbingly tedious".  It would be easy enough for Intuit to make a script, a simple program, to automate that process.  But that would require an investment of hours of work.  

And I suggest, Lisa, that the instructions are less "complicated" than "mind-numbingly tedious".   It would be easy enough for Intuit to make a script, a simple program, to automate that process of copying the files & folders that you want into the new install (and the process of pointlessly renaming the ones you don't want).  But that would require an investment of hours of work.  Counting testing & QA, it might be a workday, maybe two.

Also, the instructions LOOK worse than they are, because the page is broken.  On Step 2, most of the ProSeries Basic instructions are visible, regardless of whether you've expanded or collapsed that part of the outline.  It would be easy enough to fix that simple bug, but [etc. etc.]