Skip to main content
Level 5
January 20, 2021
Solved

Proseries Duplicating Clients in Homebase

  • January 20, 2021
  • 13 replies
  • 76 views

Am using Proseries Stand Alone installation on 2 computers.

1) Installed the software on both computers.

2) Transferred last years clients into Proseries on Computer 1.
3) Did some general maintenance to all the clients and deleted old clients that I no longer needed.
4) Executed a backup of all the clients from Computer 1.
5) Went to Computer 2 and did a restore of the clients that I did the backup of from computer 1.
6) All clients were imported no issues.

Now here is where it gets crazy.

1) On Computer 2 started to do a tax.
2) After saving the client I exited proseries.
3) After launching again Proseries duplicated every single client in home base.  The files were not duplicated in the directory just homebase.
4) Ran Homebase maintenance and nothing changed.
5) Renamed the homebase folder in winpro20 directory
6) Ran home base maintenance and it removed all the duplicates

All looked good.  Until today it duplicated Just one return in home base,  The one I am working on.
Ran Maintenance again duplicate still there.
Renamed folder ran Maintenance duplicate still there.

Not sure what is going on.  Need to resolve.  The file is not duplicated bit there is something going on as the data entered in both files is not the same.  This is very confusing.

Never seen this behavior before.

This topic has been closed for replies.
Best answer by Orlando11

Orlando if you need anything from us that may be of assistance please let me know.  One thing that we notice is that the file name for the two duplicate records in home base are the same with one minor exception.  The extension of the file shows .20i while all other entries in home base show .20I (upper case (I) vs lower case (i).

If you would like to discuss this let me know and we can arrange for a call if need be. 


Ok.. direct from the expert!

Sorry for the frustration.  I think there’s a different way for TY20 you want to go about doing what you’re doing.

First, let’s fix your Issue. To clean up the duplicates on Computer 2:

  • Locate the restored files (probably in the data directory).
  • Ensure that the backup folder from computer 1 is not in the data directory anywhere.
  • Rename the homebase folder in prowin20 directory to “homebase_backup”
  • Start ProSeries and run HomeBase Maintenance.
  • Next, delete the backup folder from computer 1 so you don't accidentally work on these files.

 

Going forward, to copy files from computer 1 to computer 2:

On Computer 1

  • In HomeBase, select your files, right click, and choose “Copy/Backup” 

On Computer 2

  • Copy the backed up files from computer 1 into the data directory of computer 2. Be sure to overwrite existing files if updating clients (rather than putting them in a subfolder), or there will be duplicates again.
  • Run HomeBase Maintenance.

 

Hopefully that makes sense and gets you pointed in the right directory. If not I'll see if I can get you on a call with the experts to work things out.

13 replies

IRonMaN
Level 15
January 20, 2021

Homebase can do some funky things at times.  Have you rebooted your computer?

Slava Ukraini!
violajrAuthor
Level 5
January 20, 2021

Yes we have rebooted several times and the behavior is the same.

IRonMaN
Level 15
January 20, 2021

I don't know if it will help, but it's worth a try.  Have you tried clicking on your computer start menu and then select ProSeries and click on tools-repair updates?

Slava Ukraini!