Import from proseries to proconnect

Forum|Forum|6 years ago
December 6, 2019
2 replies
14 views

Would like to change from using pro series to pro connect as I only do my own corporate return and pro connect would be cheeper.

ProSeries Professional

This topic has been closed for replies.

Best answer by itonewbie

You may refer to this article for more information about conversion and the process to follow. Before you switch, you should be aware that PTO allows conversion from other tax software but there is no way to convert your data from PTO if you ever decide to switch.

https://accountants-community.intuit.com/articles/1742898-proconnect-tax-online-conversion-informati...

itonewbieAnswer

Level 15

You may refer to this article for more information about conversion and the process to follow. Before you switch, you should be aware that PTO allows conversion from other tax software but there is no way to convert your data from PTO if you ever decide to switch.

https://accountants-community.intuit.com/articles/1742898-proconnect-tax-online-conversion-informati...

---------------------------------------------------------------------------------Still an AllStar

K

klimli

Level 4

The article is about converting data into Pro Connect, but how do we get our client data OUT OF Pro Series?

I cannot accept this solution as it seems it's part B of a solution that should start with Part A - converting tax returns from Pro Series.

George4Tacks

Level 15

Log onto PTO now with your current user name and password. https://ito.intuit.com/login/#/signin and give it a try before you commit. There is no conversion back the other way.

The process of conversion is given by itonewbie.

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