Changing from ProSeries Basic to ProSeries Professional

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:

1. Open ProSeries Professional
2. Make sure you are on the Form 1040: Individual HomeBase View in ProSeries Professional
3. From the File menu, select Client File Maintenance then Restore.
4. Select Set Source Directory, select the BasWinYY folder and then YYData.
5. Select OK.
6. 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.
7. Select Restore Client(s).