ProSeries - Exporting Client Data guide

To export client data from ProSeries accounting software, follow these steps:

1. Open ProSeries:

   • Start by opening ProSeries on your computer and log in to access your client data.

2. Access the Client List:

   • Navigate to the "HomeBase" screen, which shows a list of your clients.
   • Select the clients you want to export. You can often select multiple clients by holding down the "Ctrl" key and clicking on each client or selecting all at once.

3. Use the Export Function:

   • Click on “File” in the top menu.
   • Select “Export,” and then choose "Client List."
   • ProSeries will prompt you to select the format of the export file. Export the CSV file format.

4. Choose Export Fields:

   • You may be asked to select specific fields you want to include in the export, such as client name, address, contact information, etc. Customize this based on the data you need to transfer.

5. Select the Destination:

   • Choose the location on your computer where you want to save the exported file.
   • Name the file appropriately to make it easier to locate later.

6. Complete the Export:

   • Confirm the export settings and click “Export” to complete the process.
   • Locate the exported file in the saved location to verify the data before importing it into your new system.