Importing client data converted from another software

Forum|Forum|6 years ago
January 5, 2020
1 reply
9 views

Greetings;

I am using PS 2019 for the first time. I have converted 2018 client data form the previous software and uploaded it to PS months ago following their instructions.

Do we now when this converted data will be available to import? PS is saying during January 2020 with no specific date.

Thanks

ProSeries Professional

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George4Tacks

Level 15

Install 2019 PS Software https://proconnect.intuit.com/community/help-articles/help/how-to-download-and-install-proseries-product-and-form-updates/01/5336#M2028

Proforma the 2018 data to 2019 https://proconnect.intuit.com/community/help-articles/help/proforma-client-files-from-the-prior-year-to-the-current-lacerte/00/4773

Print Organizers for your clients https://proconnect.intuit.com/community/help-articles/help/accessing-the-organizer-or-e-organizer/00/4797

https://proconnect.intuit.com/community/help-articles/help/how-to-print-organizer-for-proseries-clients/00/4344

Answers are easy. Questions are hard!

George4Tacks

Level 15

The import is into 2018 ProSeries and you do everything from there.

Answers are easy. Questions are hard!

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