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Restoring missing or deleted client files in ProSeries

by Intuit• Updated 2 months ago

Before you start:

This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.

Restoring files and using ProSeries HomeBase Maintenance tool:

If you deleted the file on a standalone installation, you may be able to restore it from your Recycle Bin.

Open the Recycle Bin.
Right-click on the client file and select Restore. This will move the data file back to the data directory.
Within ProSeries, choose the specific HomeBase View for that type of return.
Run HomeBase Maintenance.
- Starting in tax year 2020, ProSeries replaced the Database Maintenance tool with a new and improved HomeBase Maintenance tool. For full details, see Performing Maintenance on your HomeBase

To run a HomeBase Maintenance in ProSeries 2020 and newer:

Go to HomeBase and change your Homebase View to the main view impacted, such as the Form 1040: Individual.
- HomeBase Maintenance isn't available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund.
From the HomeBase menu, select Database Maintenance.
Let it run! HomeBase Maintenance will fix any issues it encounters automatically.

To run DataBase Maintenance in tax year 2019 and prior:

Go to HomeBase and change your Homebase View to the main view impacted, such as the Form 1040: Individual.
- HomeBase Maintenance isn't available on special views such as the All Tax Return view, EF Center, or Pay-by-Refund.
From the HomeBase menu, select Database Maintenance.
Make sure you select the correct folder for your client files, then select OK.
If there are inconsistencies between your Homebase database and client data files, the HomeBase Reconciliation dialog box will appear.
- Select Show Details to view a list of files in each category.
- Select Fix It to synchronize your client files and HomeBase.
- Select Help for more information about the HomeBase Reconciliation dialog box.
Select Recheck to ensure that you've fixed any inconsistencies.
Select Close.
To perform maintenance on a different view, such as 1120 or 1065, select the view and repeat the above steps.

Run a search for the missing file:

If the file has been moved, you may be able to locate it by performing a search:

Open Windows File Explorer.
Select the drive that you think the file may have been moved to.
Use the Search bar to enter the file name of the client file.
If the file appears, use the Restore feature to move it back to the correct location.

If you deleted the file from HomeBase and you're installed as a network, there's no way to retrieve the file, as there's no Recycle Bin for a network location. At that point, you must restore the client file from a backup.

ProSeries Basic 2023ProSeries Basic 2024ProSeries Professional 2023ProSeries Professional 2024

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