Once all the clients are imported we'll need to update the e-file status for the returns:. Intuit Help Intuit. This process can be used in various scenarios where the HomeBase is causing issues like: Ghost files in the EF Center Excessive delays when saving clients ProSeries very slow to open Client files being duplicated Clients being saved as another client, overwriting existing clients Unable to open clients Unrecoverable Error opening program on workstations Before you start: This article references default installation paths and uses YY to reference the tax year in 20YY format.
C: will always indicate the local drive and X: will always indicate the network drive. Open Windows File Explorer. Right-Click on the HomeBase folder and choose to Rename. Open ProSeries. When you open ProSeries you won't see the client files. Go to the HomeBase view. Let it run! HomeBase Maintenance will fix any issues it encounters automatically. Verify the correct folder is selected for your client files, then click OK. If there are inconsistencies between your Homebase database and client data files are found, the HomeBase Reconciliation dialog box will appear.
Recovering missing converted client files: Missing client files can often be recovered by locating and renaming the temporary files that these files are typically converted to by the anti-virus software.
A failure to close ProSeries before completing the next steps may result in further data loss or client file corruption. Double-click on the temp file to open that file in ProSeries Review the content of the return that opened tosee if it contains the data for a missing client. Close ProSeries but don't save the file. Right-click on the. Change the file name to a name you'll recognize for the client. The file extension should match the return type: For individual returns, the extension should be.
For corporate returns, the extension should be. YYc For S-Corporate returns, the extension should be. Click here for instruction on how to make those files and folders visible. To remove temporary files: Close ProSeries. Navigate to the Common Folder. Select Start and All Programs. Launch the program and attempt to open the client file.
If no temporary files exist Close ProSeries. Copy the data file from the data folder to the Desktop. Double-click the file on the Desktop. It is odd - it is stating that ProSeries is running when I try and uninstall, but I checked my current tasks and I do not see it running.
Any further advice you can provide would be helpful. Thanks for the prompt response. Marc-TaxMan Level 8. That would probably be root cause. Something random in background. I'm with marc, maybe reboot to see if that resolves.
If I go offline, login, and then go back online, it seems to work fine. It just continues to load and reach the internet when I originally attempt to open while online. The dialog to login appears briefly, the spinner continues to load, and then it simply closes.
I am trying to find out what else could be running or if ProSeries is indeed still running even when the dialog disappears. I didn't even know you could use it offline. It is working in that regard, when I try and log in when I am online it does not, very odd. I did not know you can use offline either. I found this out when PS was having log in issues earlier this year.
Good Luck! IRonMaN Level Helpemout Level 3. I am not able to login Proseries, but is ok. Was there a suggest that worked? Just want to open the program
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