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EasyACCT Hosting Onboarding and Setup Guide

SOLVED•by Intuit•2•Updated 1 month ago

Before you start:

  • This article references default installation paths and uses YY to reference the tax year in 20YY format. C: will always indicate the local drive and X: will always indicate the network drive.

Installing EasyACCT and Information Return Systems on your Rightworks Hosted Desktop:

  1. Sign in to your Rightworks My Account portal.
  2. Select the Users tab.
  3. Select the user that needs to install the application.
  4. Under the Available Applications section, select Install App next to EasyACCT Professional Series or Information Return System.
  5. Repeat the steps for any other users.
  1. Find the location of your EasyACCT data:
    • This can be viewed within the EasyACCT software, at the top of the program.
      EA1.png
  2. Close EasyACCT.
  3. Open Windows File Explorer and browse to where your EasyACCT data is stored.
  4. Right-click in the data folder and choose New, then Folder.
  5. Name the folder EasyACCT Onboarding.
  6. Right-click on the EasyACCT data folder and select Copy.
  7. Open the EasyACCT Onboarding folder, right-click and choose Paste.
  8. If you use Custom Tax Tables, or are not sure if you do, you should also copy your YYTTBLS folders from C:\EasyW\ and paste it into the EasyACCT Onboarding folder.
  9. Right-click on the EasyACCT Onboarding folder, select Send To, then Compressed (Zipped) Folder.
  10. Sign in to the Rightworks File Manager.
  11. On the left side of the screen, click on your I:\ Drive.
  12. Select Upload.
  13. From the Upload File screen, select Add.
  14. Browse to where your Compressed (zipped) folder is saved.
  15. Highlight the zipped folder and select Open.
  16. Select Upload Files to begin copying the data to the Hosted Environment.
    • It's recommended to use a hard-wired internet connection for uploads when available.
    • Avoid running background applications that are using large amounts of internet bandwidth during the upload.
  17. After the upload finishes, sign in to your Rightworks Remote Desktop using the Remote Desktop Connection Application.
    • If you have an onboarding appointment with our hosted experts, the remaining steps will be completed during the appointment.
  18. On your Remote Desktop, open the Windows File Explorer.
  19. Open your I:\ Drive then open the EasyACCT Onboarding.zip folder.
  20. Open the EasyACCT data folder, then press CTRL + A to select all the file.
  21. Press CTRL + C to copy the files.
  22. Click back to your I:\ Drive, then open the EasyW folder.
  23. Press CTRL + V to paste all of your data files and custom tax tables into this folder. When it prompts about replacing, select Skip all.
  24. Open the EasyACCT program in Rightworks to make sure that the data files are accessible.
  1. Find the location of your IRS company data.
    • The default location is C:\IRSYYYY\Data\
  2. Open Windows File Explorer and browse to where your IRS company data is stored.
  3. Right-click in the data folder and choose New, then Folder.
  4. Name the folder IRS Onboarding.
  5. Right-click on your IRSYYYY folder and select Copy.
  6. Open the IRS Onboarding folder, then right-click and choose Paste.
    • Repeat steps 5 and 6 for each year of the IRS company data you wish to move to Rightworks.
  7. Right-click on the IRS Onboarding folder, select Send To, then Compressed (Zipped) Folder.
  8. Sign in to the Rightworks File Manager
  9. On the left side of the screen, click on your I:\ Drive.
  10. Select Upload.
  11. From the Upload File screen, select Add.
  12. Browse to where your Compressed (zipped) folder is saved.
  13. Highlight the zipped folder and select Open.
  14. Select Upload to begin copying the data to the Hosted Environment.
    • It's recommended to use a hard-wired internet connection for uploads when available.
    • Avoid running background applications that are using large amounts of internet bandwidth during the upload.
  15. After the upload finishes, sign in to your Rightworks Remote Desktop using the Remote Desktop Connection Application.
    • If you have an onboarding appointment with our hosted experts, the remaining steps will be completed during the appointment.
  16. On your Remote Desktop, open the Windows File Explorer.
  17. Open your I:\ Drive then open the IRS Onboarding.zip folder.
  18. Open the IRS company data folder, then press CTRL + A to select all the file.
  19. Press CTRL + C to copy the files.
  20. Click back to your I:\ Drive then open the IRS2020 folder, then the Data folder.
  21. Press CTRL + V to paste all of your data files into this folder.
  22. Now open your Information Return System program in Rightworks to make sure that the company data files are accessible.

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