How do I move multiple years of ProSeries Basic (software and client data) to a new computer (old one died)

Question

My current ProSeries Basic computer died. I have purchased a new computer and I need to get my 2015-2024 software and clients moved to the new computer. I have a good backup of all of my BASWIN and Client Data files. I see how I can go back and install prior year ProSeries Basic software which I assume would build the new BASWIN YY folders/files and new Client Data folders for that year. After each year's software is installed, is there a way to restore the BASWIN YY folder contents and my Client Data Folder contents from my backups? I saw notes where a handful of individual files needed to be renamed and restored but not the whole folder.

In addition, it is not clear whether the restored BASWIN YY files/folders needed to exist before the previous year software installation or whether they are restored after the install.

So back to my question. Since I don't know how all of the Intuit Software/client data/Intuit Link components work, I need to know the easiest way to get all of my previous years Intuit software and files "restored" to my new computer so that I can get work my way back to being ready with my 2024 software as well as being able to get to my previous year software too.

I am sure that this is not real clear but I just want to make sure that I do this right so I only have to do it once.

Your thoughts and/or ideas are appreciated.

Danny Gammon

gammoncs · Accepted Answer

I will just throw this out there. If I have all of my BasWinYY folders backed up can I copy ALL of my backed up folders to the new computer after installing the Intuit software? Will that create problems?

Danny

Ok. Since I have all of my BasWinYY, Client files, and ProPdf files backed up, I tested the restore of my first year just to see what works for me. Here are the steps that worked for me and it is probably the simplest method if it works for you. Note: I used the default location for the BasWinYY files and a modified location for the client files.

1. Go to the Intuit MyAccount page (https://myproconnect.intuit.com/account/dashboard) and restore all of the previous year ProSeries software that you want to restore. I am restoring 2017-2024.

2. I restored all of my BasWinYY folders (entire folder) to the default location on the new computer. When asked, I selected "Replace Files". Note: YY indicates the year.

3. I restored all of my Client File Folders to the new computer. Note: Be sure to know where your restored Client File Folders are located. The default location is inside the BasWinYY folder for each year. I chose a different location.

4. I restored the ProPdf folder to the new computer. (It has all of your PDF files for all of the years)

5. I then launched my ProSeries Basic software for 2017. Once open, I went to File>Change Directory. Using the Browse option, I changed the location of the "Current year client files" to the location of my restored client files for that year. Note: When you first launch the software, there will not be any clients displayed. Once you change the client file location (clicked OK), all of the clients will be populated in the software. Make sure the client file year and the software year are the same. Depending on how may clients you have this could take a little while and you might get a message that the system is busy.

6. Test opening a client in restored ProSeries Basic software.

7. Perform steps 5 and 6 above for all of the rest of the years you are restoring..

This worked for me.

Danny Gammon

Just-Lisa-Now- · Answer

Is this the article you read?https://accountants.intuit.com/support/en-us/help-article/install-products/installing-proseries-new-computer/L1krO1eyV_US_en_US?uid=m3z5wnrm

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