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

This topic has been closed for replies.

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!

E

Ebrahim_CPAAuthor

Level 2

Thanks but that is not my question.

Last year 2018, i was using TaxWise not PS. I have exported the 2018 TW data and uploaded it into the PS system as they requested months ago for processing. Now, i need to import the processed data into my newly installed 2019 PS software. Thanks

itonewbie

Level 15

You may already be aware but conversion to PS has its limits, depending on the type of return it is, as the objective is not to replicate the returns you have in TW. If you have not already, you should read this article and understand what converts, what doesn't, what level of review may be required, and how all these could impact the proforma of your clients' organizers as well as TY2019 returns who you roll over the data.

https://proconnect.intuit.com/community/help-articles/help/taxwise-to-proseries-converted-items/00/5132

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

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