How to migrate Proseries Pro client data files from one computer to another?

12 replies
139 views

My main laptop has a battery/charging issue that I need to mail it in to fix and thank goodness it is under warranty. I am resorting to a different laptop (we call this target computer) to work in the mean time.

I have installed Proseries Basic and Pro software for 2016-2018 in the target computer. Next, I copied the data files in Baswin Folder of each year the 16Data, 17Data and 18Data files from main laptop to target laptop (via an external hard drive) and in concept that should work. I have gotten the Proseries Basic 2016-2018 up and running and have even efiled one 1 tax return through acceptance so Proseries Basic is all good!

For Professional. I used the same method of copying the respective Prowin 16Data, 17Data, 18Data to the target computer from the main computer (like Proseries Basic) and for 2017 and 2018 - I don't see any files when I opened the applications. For 2016, I have a few less files than I expected.

What are possible reasons for Prowin not working for the data files? I kept the prev data files by renaming 16Data Copy, 17Data Copy and 18Data Copy.

Please share any insights that you may have. Thank you. I will call Intuit Proseries on Thurs morning if I can't fix the issue by then.

ProSeries Professional

This topic has been closed for replies.

P

poolcleanerAnswer

Level 8

You could always do a backup to a flash drive using the client maintenance folder and then a restore to the client maintenance folder on the target computer. This transfers all the necessary information easily.

taxiowa

Level 8

If you did not copy to and from flash drive within Proseries homebase page, you sometimes have to do database maintenance under homebase on tool bar to see files.

P

poolcleanerAnswer

Level 8

You could always do a backup to a flash drive using the client maintenance folder and then a restore to the client maintenance folder on the target computer. This transfers all the necessary information easily.

Just-Lisa-Now-

Intuit Community Champion

Last time I moved from one computer to another (a month ago), I copied the COMMON and HOMEBASE folders from one and used them to replace those folders on the other and I didnt need to do any database maintenance, it all moved over automatically, along with all the other settings.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

Turtle43Author

Level 4

I contacted ProSeries Support. I had copied the 18Data Proseries Professional file to an external hard drive.  In order to see the files in the target computer, I had to do a File, Client Maintenance, Restore.  After which I was able to see the files.

I did the same for 2017 and the program told me I could not copy 1 file, 1 will would not restore because I did not install a state (this one I installed the state and subsequently was about to restore the client). But I got a shock when I clicked EF Center and check the Accepted Tab (checking  which tax returns were accepted) and it was BLANK!  So something is not right.   Now I have to go back and check if my 2018 acceptances are all copied over!  Not as easy as it should be...

I am thinking of trying your method.  So I go to the File Explorer in the back end to copy the COMMON and HOMEBASE folders only and then paste in the target computer, using the same name - make sure no duplicate?

Sign up

Login with SSO

Let's get you signed in

Login with SSO