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Level 1
January 16, 2023
Question

bringing flies from previous clients from proseries professional to proconnect

  • January 16, 2023
  • 1 reply
  • 0 views

I have retired and am only doing two returns that I have used Pro Series Professional in the past. How do I bring over their files for use in Pro Connect. Thanks!

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1 reply

IRonMaN
Level 15
January 16, 2023

If you really want to bring those flies with you 😁, there is a conversion process:

How to convert tax return data into ProConnect (intuit.com)

 

Slava Ukraini!