Migrate ProSeries data to Onvio

Use this article to migrate data from ProSeries to Onvio.

Before you start

Current forms and schedules that convert from ProSeries

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 W4
Misc. Income Schedule D 2441 1099R
Misc. Deductions Schedule E 4797 1099Q
Education Expenses Schedule F 6252 SSA-1099
IRA Information Schedule H 8396
Keogh/Sep/Simple Schedule R 8839
Depreciation Schedule K-1
Auto Expenses Schedule K1-T
Carryovers
Two Year Comparison
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Payments Schedule E 6252
Shareholder Information Schedule F 8609
Rent and Royalty Schedule K
Depreciation Schedule K-1
Carryovers Schedule L
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Two Year Comparison Schedule L
Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 4797
Electronic Funds Withdrawal Schedule C 4835
Deductions Schedule D 6252
Beneficiary Information Schedule E 1041A
Carryovers Schedule F
Two Year Comparison Schedule K-1
Depreciation
General information Form
Demographic Information 990T
Electronic Funds Withdrawal 990
Balance Sheet 990PF
Notes and Bonds
Officers
Payments
Depreciation

Migration steps

  1. Create a folder on your desktop where you will export your ProSeries data.
  2. Copy and paste the files from your ProSeries data directory to the folder you created in step 1. The default data directory for ProSeries is C:\ProWinYY\YYData, where YY is the year of the data.

    Note: Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.

  3. Right-click the folder you created in step 1, and select Send to, then Compressed zip.

    Note: Do not password protect or encrypt the ZIP file.

  4. Log in to My Account.
  5. Follow the on-screen instructions to complete the setup process and upload your prepared data.
  6. Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.

Conflicts

If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.

  1. To view conflicts, select Setup, then Migrations in Onvio.
  2. Select Third-party applications.
  3. For each conflict listed, select the plus sign to expand details on the conflict.
  4. Select  Create new record or  Use this record.
  5. Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.

Next steps

Review your migrated data in Onvio.


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