How to use the ProSeries Local Backup tool

The ProSeries Local Backup tool is designed to backup data and settings files from the original/old computer, then restore those files on the new computer.

• This utility will only backup files from within the default Data folder path, not files stored elsewhere in a custom location.
• The utility requires Microsoft .NET Framework 4.8 to be installed
• This utility may be used for ProSeries Professional standalone and network installations and ProSeries Basic.
• The utility may be used for tax years 2013 and newer.
• It's intended to be restored on a new computer after the program is installed.

Creating your backup file:

1. Open ProSeries Professional 2023 or ProSeries Basic 2023.
2. From the File menu, select Migrate ProSeries.
3. Select Yes to close ProSeries.
4. Select Backup ProSeries.
5. Select the years and versions you would like to include in the backup and click Backup ProSeries.
   • If any other years or versions of ProSeries are open you'll be prompted to close them.
6. Confirm your selection by clicking OK.
7. When complete select Close.
8. You'll find a folder on your desktop titled ProSeriesBackups.
   • This folder can be moved to a USB drive or other transfer device to migrate your ProSeries data to a new computer. See here for additional details on moving files to a USB device.