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Copying client files between ProSeries Professional and ProSeries Basic

by Intuit Updated 7 months ago

This article will help you:

  • If you installed the wrong edition of ProSeries
  • 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 the edition of ProSeries you need to move the files to.
    • If the file was created in ProSeries Basic and you need to complete it in ProSeries Professional, open Professional.
    • If the file was created in ProSeries Professional and you need to complete it in ProSeries Basic, open Basic.
  2. Make sure you are on the Form 1040: Individual HomeBase View in ProSeries Professional or the 1040 Tab in ProSeries Basic.
  3. From the File menu, select Client File Maintenance then Restore.
  4. Select Set Source Directory.
    • If the tax returns are currently in ProSeries Basic, select the BasWinYY folder and then YYData.
    • If the tax returns are currently in ProSeries Professional, select the ProWinYY 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).
ProSeries Basic

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