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Level 4
November 11, 2020
Question

ProSystem Prior CPA Firm Transfer/convert data

  • November 11, 2020
  • 2 replies
  • 17 views

Hello, 

I am taking over our tax preparation for several entities from our prior external CPA firm. I provided the instructions, and they are certain that they followed them. However, all that I am provided is several ZIP folders that cannot be opened.

Help would be greatly appreciated. I called in to the support line, and the person with whom I spoke was not sure what to do. He said that I might have to have ProSystem installed on my computer.

I had the external CPA firm try to open these ZIP folders as well, and they were unable to.

 

This topic has been closed for replies.

2 replies

George4Tacks
Level 15
November 11, 2020

You, or maybe the Prior CPA Firm could follow these instructions? https://proconnect.intuit.com/community/import-or-export-data-files/help/prosystem-fx-backup-instructions-for-data-conversion/00/4778

You are posting to a forum of other users, you may have to contact support for more help.

 

Answers are easy. Questions are hard!
Level 4
November 11, 2020

Right, I used that article to give them instructions. And, unfortunately, support was not helpful when I called. I was hoping perhaps someone else had had this issue in the past.

George4Tacks
Level 15
November 11, 2020

When you open the zip file, they should extract the files you need. Maybe @IntuitBettyJo can find someone that knows how to deal with this and reach out to you.

 

Answers are easy. Questions are hard!
Level 2
February 15, 2021

Did you ever get an answer on how to get this to work? I am trying to do the same thing with a ProSystems FX conversion, but not getting it to work.