
Setting up the Task Scheduler in ProSeries 2020 and prior
by Intuit• Updated 1 year ago
The Task Scheduler could be setup in ProSeries Professional tax year 20 and prior to help keep your ProSeries Software and e-file statuses up to date.
Starting in tax year 2021 a Background Updater was released that replaces the Task Scheduler features. See How to update ProSeries software for more information.
Before you start:
- For Task Scheduler to run at the scheduled time, you must leave your computer running and have ProSeries closed.
- If your computer is turned off at the scheduled time, Task Scheduler will notify you the next time you start your computer.
- If ProSeries is open, the Task Scheduler can't install updates.
- The Task Scheduler will display a message if it's unable to complete it's scheduled tasks.
- The Task Scheduler turns off on or around 10/25 each year.
- If your ProSeries is setup as a network, you must complete the setup on the Admin computer.
To turn on and set up the Task Scheduler:
- Open ProSeries Professional.
- From the Tools menu, select Options.
- From the left side of the screen select Task Scheduler.
- Check the box next to the task to activate that task.
- Below the task list you'll see the automatic schedule. Select Modify to make changes if needed.
- Choose the Start Time and the Days of the Week to perform the tasks selected, then select OK.
- Select OK to close the options.
To view the Task Scheduler logs:
- Open ProSeries Professional.
- From the Tools menu, select Options.
- From the left side of the screen select Task Scheduler.
- Select the Log button.