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How to download Proseries from an existing computer to a new one.

diazMed-1040
Level 1

I have installed pro-series 2024 at my office but I need to transfer to my computer at home the files of the existing files. I try by myself but look very complicated What is the easy way to do it. Thank you.

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1 Comment 1
Just-Lisa-Now-
Level 15
Level 15

Install PS2024 on your new system by logging into your Intuit Online account.

Go to the old system and highlight all returns in HomeBase, hit File > Client File maintenance> Backup and backup all the clients to a USB drive.

Now go to Windows File Explorer and go to the PS 2024 folder and make a copy of the Homebase and Common folders and put them on that same USB drive.

Take the USB drive to the new system, open Windows File Explorer and go to the PS 2024 folder, replace the Common and Homebase folders with the ones you have on the USB drive.

Now open PS2024 and hit File > Client File Maintenance and choose Restore, restore the clients from the USB.

You should be good to go.

 


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