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D
DGD
Level 1
January 27, 2026
Question

importing information from ProSeries 2024

  • January 27, 2026
  • 2 replies
  • 16 views

We are migrating from ProSeries to ProConnect and need to import prior year's information for our clients.  What is the procedure for this?

 

2 replies

Quack_Shot
Quack_ShotIntuit Community Champion
Intuit Community Champion
January 27, 2026

Go to Settings, Convert Data, then it will walk you through the steps. 

“The only true wisdom is in knowing you know nothing” -Socrates
Intuit_Kallana
Intuit_Kallana
Level 7
January 27, 2026

Hi, please refer to this article How to Convert Tax Return Data to ProConnect  for instructions on how to backup the ProSeries data, what information will transfer, and how to import into ProConnect.

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