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H
hfsllc
Level 2
February 15, 2021
Question

How can I export all data out of ProConnect for conversion to Drake?

  • February 15, 2021
  • 1 reply
  • 7 views
Does anyone know how what the process is to export/convert prior year tax returns to Drake? I understand I have to get the data file out of Proconnect, but not sure how to do that.
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1 reply

itonewbie
itonewbie
Level 15
February 15, 2021

That's not a feature in ProConnect Tax.  The product manager of ProConnect Tax did confirm, however, they can do data export manually if you call Intuit Support.  The files will be in Lacerte format and it may take a week or so, depending on the volume.  Some did take up the offer and received their files.

 

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