How do I transfer my profiles from CCH® IntelliForms® 2014 to CCH® IntelliForms® 2016?

Transferring your profiles from IntelliForms 2014 to IntelliForms 2016 requires two steps: exporting from CCH Intelliforms 2014 and then importing into CCH IntelliForms 2016.
The video below explains why you must transfer your profiles. It also walks you through the steps for migrating your profiles. These steps are also provided in text below for your convenience.

Exporting Profiles from CCH IntelliForms 2014

  1. If needed, create a folder where you want to save the export file.
  2. Open CCH IntelliForms 2014.
  3. Click the Profiles tab.
  4. Select the Profiles > Export All Profiles. The Select File for Profile Export window displays.
  5. Click Browse to navigate to the folder where you want to save the export file.
  6. Click Save in the Select File for Profile Export window. A Profiles.csv file is created.

Importing Profiles into CCH IntelliForms 2016

  1. Open CCH IntelliForms 2016.
  2. Click the Profiles tab.
  3. Select ProfilesImport Profile Data.
  4. In the Select Import window, select CCH IntelliForms.
  5. Click Next.
  6. In the Select Profile File to Import window, navigate to and select the Profiles.csv file you exported.
  7. Click Open. The Import Profiles window displays a list of profiles available for import. Note that there are three tabs for Individual, Business, and Preparer profiles.
  8. Under each tab, select the items you want to import, or select Import at the top to select all the profiles on that tab. The Exists column will display Yes if you already imported or created the profile.
  9. Click Continue. Your profiles are added to IntelliForms.

 

 

 

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