How Do I Update ProSeries?

Within ProSeries, along the menus near the top, click the ‘Update’ button to expand the drop-down menu . 2. Click the ‘Update Installed Products’ button. A new window will open to check for updates.

How do I download 2020 ProSeries?

1. Open your My Account page.
2. Enter your email or user ID and password, then click on Sign In.
3. To download the current year’s program, click Download 2020. ...
4. When asked Do you want to run or save this file? ...
5. Click Save again to finish saving the file.

How do I run a ProSeries update?

1. Open ProSeries.
2. From the Update menu, select Update Installed Products. ProSeries will connect and begin downloading product updates.
3. When the download is complete, click Install Now to apply new updates.

How can I download ProSeries 2020 from 2019?

1. Open your My Account page.
2. Enter your email or user ID and password, then click on Sign In.
3. To download the current year’s program, click Download 2020. ...
4. When asked Do you want to run or save this file? ...
5. Click Save again to finish saving the file.

How do I update ProSeries to 2020?

1. Open ProSeries.
2. From the Update menu, select Update Installed Products. ProSeries will connect and begin downloading product updates.
3. When the download is complete, click Install Now to apply new updates.

How do I download and install ProSeries?

1. Go to the computer that will be the ProSeries Admin.
2. Sign in to My Account.
3. From the Dashboard click Download 20YY.
4. Run the CoreInstallerTYYY.exe file.
5. Click Next to begin the installation.
6. Choose I accept the terms of the license agreement and click Next.

How much RAM is the minimum for a standalone installation of ProSeries?

How do I install Lacerte on my network?

1. Select the Windows Start button and search for 20YY Lacerte Web Setup.
2. Double-click the 20YY Lacerte Web Setup file.
3. On the Custom Setup screen, select Network install.
4. Select the box for 20YY Lacerte Tax Planner.
5. Browse to the network location.
6. Select Next.

How do I restore a ProSeries file?

1. Open the Recycle Bin.
2. Right-click on the client file and select Restore. This will move the data file back to the data directory.
3. Within ProSeries, choose the specific HomeBase View for that type of return.
4. Run HomeBase Maintenance.

What browser is required for Proseries?

How do I install Lacerte 2020?

1. Sign in to My Account.
2. Click Download 2020. ...
3. Click Run to begin the installation.
4. Hit Next on the welcome window.
5. Select the type of installation you want, Recommended or Custom. ...
6. If you chose Recommended, skip to step 9. ...
7. Click Next.

How do I update my Lacerte 2020?

1. Open Lacerte to the Client List.
2. From the Tools menu choose Lacerte Updates.
3. Follow the on-screen steps.

How do I update Lacerte prep?

1. Open the current year Lacerte program.
2. From the Settings menu choose Update Preparer Information.
3. Select Download Prep File.
4. A status window will appear; wait for it to finish.
5. Select Update My Program Now (Recommended), then click OK.