Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Transfering clients

Level 1

Using new computer and downloaded program from 2019, but how do I transfer all the client data from the old computer to the new one? Do all the clients need to have a PDF saved?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

2 Comments 2
Level 13

You copy the tax files, not the PDFs. Copy up to the new computer in the same place they reside in the old computer.

** I'm still a champion... of the world! Even without The Lounge.
Level 15
Level 15

On the old computer, open ProSeries and highlight all your client files.  Choose File > Client File maintenance and Copy/backup all the files to a flashdrive.

Open ProSeries on new computer.

Click File > Client File maintenance and choose Restore.  Highlight all the files on the flashdrive and restore to the new computer.

Now run the Homebase Database Maintenance, that should sync HB up.   

You'll then want to open the EF Center, highlight all your client files and choose to Update Selected Acknowledgements to pull all the EFile information into the new computer.