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Changing from ProSeries Basic to ProSeries Professional
by Intuit• Updated 2 months ago
This article will help you:
- If you have installed the wrong version of ProSeries and need to move client files between Basic and Professional
- If ProSeries Basic doesn't have the necessary forms to complete a complex calculation that needs to be completed in ProSeries Professional
To copy the files:
- Open ProSeries Professional
- Make sure you are on the Form 1040: Individual HomeBase View in ProSeries Professional
- From the File menu, select Client File Maintenance then Restore.
- Select Set Source Directory, select the BasWinYY folder and then YYData.
- Select OK.
- Select the client files you want to copy.
- You can use the Select All button if you need to copy all the files,
- If you need to select just a few returns, hold down CTRL when you click on the file names.
- Select Restore Client(s).