Can you import Lacerte backup files into Proconnect?

Forum|Forum|4 years ago
December 4, 2021
1 reply
17 views

I would like to import backup files from Lacerte 2019 into Proconnect 2019, is this possible, if so, how?

ProConnect Tax

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George4Tacks

Level 15

https://proconnect.intuit.com/community/convert-data-files/help/lacerte-backup-instructions-for-data-conversion/00/5876

ProSeries Tax Data Conversion Wizard

The Tax Data Conversion Wizard is accessible from within the Intuit ProSeries Tax program. Under the Import menu, select Client Data Conversion > Submit Client Data For Conversion to start our safe and secure data conversion wizard.

Enter your User ID and Password and click Sign In
After signing in, follow the screen prompts to upload your data
Please allow one business day for most converted files

Learn more about the Tax Data Conversion Wizard

Data Conversion confirmation

After you receive your confirmation email that your conversion is ready, open your ProSeries Tax program and go to the Import menu. Select Client Data Conversion > Download Converted Client Data and sign in with your Intuit My Account login. Follow the screen prompts in the ProSeries Tax Data Conversion Wizard to download your converted client data files. Congratulations! Your transferred clients will now automatically appear in the current-year ProSeries Tax program.

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