Data Migration

Backup

Backup Client Database and Data Files This utility allows the user to make a backup copy of the client database containing the client names and addresses, and a copy of the client data files that are…

Jake Forster
Updated 6 months ago by Jake Forster

Backup Considerations

Data backup is insurance against loss. There is short-term loss where the goal is to recover immediately from a computer crash, perhaps caused by a power failure. There is also long-term loss, where…

Eric
Updated 2 years ago by Eric

CSV Import Guidelines

Introduction. The Payroll System has the capability of importing payroll or 1099 data in a CSV file. A CSV ("Comma Separated Values") file can be created by organizing data in a spreadsheet program,…

John Logue
Updated 6 months ago by John Logue

Can my data automatically backup to the cloud?

Question How Can I Automatically Backup My CFS Data To OneDrive, GoogleDrive or Dropbox? Answer There are a number of different ways to accomplish this. In this example we will simply have our softwa…

Christopher H
Updated 6 months ago by Christopher H

Data Locations (Default)

- Data locations (Single-User) - Data locations (Network) DEFAULT DATA LOCATIONS (SINGLE-USER) The following table gives the default folder location our software uses for data storage. Each year of t…

Christopher H
Updated 6 months ago by Christopher H

Export Client List

To export clients from Payroll System , click here. Export Client Screen The Export Client Information screen can be accessed from the Utilities menu by selecting Export Client List. Client informati…

Jake Forster
Updated 4 months ago by Jake Forster

Generic ASCII File Client List

Import Generic ASCII File Client List/Drake Client List This utility may be used import client demographic data from a standard text file containing a list of the user's clients. The text file can be…

Jake Forster
Updated 6 months ago by Jake Forster

How do I back up/restore my data?

Backup Locations. You can back up your CFS data to a diskette, flash drive, zip drive, second hard drive, external hard drive, or mapped network drive. An advantage to backing up to a network drive i…

John Logue
Updated 6 months ago by John Logue

How do I backup to and restore from a CD or DVD?

Back up to CD or DVD. Backing up directly to CD or DVD is not supported. The data must be backed up to a folder on the hard drive, then copied onto the CD. If you have several programs to back up, yo…

John Logue
Updated 6 months ago by John Logue

How do I configure automatic backup?

You can use either of the two procedures below to configure CFS programs to automatically back up to a local or network drive. You can configure the program to back up to a network drive, even if you…

John Logue
Updated 6 months ago by John Logue

How do I find missing backup data?

You may suspect that a backup of a database exists, but you don’t know where. For example, the tech installing your new computer has made the data from the old computer available somewhere on the new…

John Logue
Updated 6 months ago by John Logue

How do I move CFS programs and data to a new computer?

If you used the defaults when installing: The default location for CFS programs and data is a folder at the root of the hard drive (generally, the C: drive) called CFSLIB. If you allowed your CFS pro…

John Logue
Updated 6 months ago by John Logue

How do I move CFS programs and data to a new server?

The default location for CFS programs and data is a folder called CFSLIB. You should find it within a shared folder on the old server, and each workstation should have a drive mapped to that shared f…

John Logue
Updated 6 months ago by John Logue

How do I send client data to a colleague via email?

A client's data can be compressed into a ZIP file and sent to a colleague using the steps described below. Both sender and recipient should be using the latest version of the CFS program. Steps for s…

John Logue
Updated 6 months ago by John Logue

Importing from non-consecutive program years

Question. I used your software in the past but skipped at least one year. Can I roll my old client data into the newest program version? Answer. Yes, but you need to install the demo versions of each…

Christopher H
Updated 6 months ago by Christopher H

Importing/Exporting Client Data

Several CFS software programs share a common database structure. These programs are TaxTools, Tax Corresponder, W-4 Calculator, Small Business Tools, Schedule D Tools, CA 571 Preparer, MD Personal Pr…

Jake Forster
Updated 4 months ago by Jake Forster

Lacerte Client List

Import 2017 Lacerte Client List Note: Importing clients from Lacerte is currently suspended due to database encryption by Lacerte. This utility may be used by owners of the Lacerte 2017 program (eith…

Jake Forster
Updated 6 months ago by Jake Forster

Manually Importing Client Data From The Previous Year

When run for the first time, the software will automatically import client data from the previous year. To manually import client data from the previous year, at any time, follow the steps below: Fro…

Christopher H
Updated 6 months ago by Christopher H

ProSystem Client List

Import 2018/2019 ProSystem Client List This utility may be used by owners of the ProSystem 2018/2019 program who wish to transfer the client information into the current program. The user must select…

Jake Forster
Updated 6 months ago by Jake Forster

Restore

Restore Backed-Up Data This utility allows the user to restore data that was backed-up using the Backup utility. The destination of the restore is always the current data path as set on the Configura…

Jake Forster
Updated 6 months ago by Jake Forster

Why does Financial Planning Tools indicate restore database is being shared?

For Financial Planning Tools, database restore from a CD or other Read-only device is not possible. It results in a message box "Database in Use" with text indicating the database is in use by anothe…

John Logue
Updated 6 months ago by John Logue

Why is the program not automatically backing up?

Automatic backup is controlled by two parameters: 1) Configuration Options and 2) Backup Folder. Configuration Options. First, the check box in the bottom left corner of the Configuration screen must…

John Logue
Updated 6 months ago by John Logue

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