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Hello community,
I'm migrating from ATX to Pro-Series Basic. I research information how to convert data from one Tax software to Pro-Series and I found this link:
However, I cannot find the Step 2: "...From the Import menu, select Client Data Conversion..." in Pro-Series BASIC.
Is this tool only available for Pro-Series Professional?
Best Answer Click here
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Indeed I am bouncing around out in community today.
You would want to go to Tools/Client Data Converstion and you should see the menu items for using the converter.
Hope this helps
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One small problem - that looks like it is for Lacerte. Check out this page:
https://proconnect.intuit.com/proseries/data-conversion/
Slava Ukraini!
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Hello IRonMaN, thank you so much for your answer.
I followed the steps in that page (https://proconnect.intuit.com/proseries/data-conversion/) but the issue is in my 2021 Pro-Series Basic. I cannot see the import Client Data Conversion in Import Menu. However, if I open the Pro-Series Professional. That tool is available, but I bought the Basic Package.
Thank you for your answer in advanced.
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As long as Brian is floating around here today, maybe he can help you. @Brian_Christian
Slava Ukraini!
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Indeed I am bouncing around out in community today.
You would want to go to Tools/Client Data Converstion and you should see the menu items for using the converter.
Hope this helps
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Hello @Brian_Christian. I really appreciate your help.
I followed your steps, but my Pro-Series has that tool hidden. Please, see attached below.
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If you are using Beta (Early Release), which it looks like you are from your screenshot, its disabled for TY22.