Importing client data converted from another software

Forum|Forum|6 years ago
January 5, 2020
1 reply
7 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

E

Ebrahim_CPAAuthor

Level 2

Are you saying that you converted from 2018 Tax Wise to 2018 ProSeries. if that is the case you open 2019 ProSeries, and click on file, then transfer, then transfer clients. Not sure if that is what you are saying when you say uploaded into the PS system.

I am converting from 2018 TW to 2019 PS. PS gave me some instructions few months ago to export 2018 TW and send it to them for conversion. The converted 2018 TW files are supposed to be available for importing into my new PS software sometime this month. I just do not know when they will be available and how exactly to import them into my PS software.

Thanks

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