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How to use the ProSeries Local Backup tool

by Intuit Updated 4 months ago

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.
  1. Make sure each year of ProSeries is already installed before running the Migration tool.
  2. If the backup is stored on a USB drive, connect the USB drive. If the drive doesn't automatically open, browse to it using File Explorer.
  3. Open ProSeries Professional 2021 or ProSeries Basic 2021.
  4. From the File menu, select Migrate ProSeries.
  5. Select Yes to close ProSeries.
  6. Select Restore ProSeries.
  7. Use the Browse button to Open the backup file.
  8. Under Select version(s) to restore check off each year and version you need to restore.
  9. Select the Restore ProSeries button.
  10. Confirm your choices and select OK to continue.
  11. Select Close.

When your installation is complete, your settings and data will be available within your new ProSeries installation.  If the Option Setup Wizard has not been run on the new computer when ProSeries launches the first time, the Options Setup Wizard will open automatically, but may be closed.

ProSeries Basic

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