Help Articles

1. From the welcome email, click on the Activate Your Account button.
   • You may also click on the here in the "Click here to Activate your account" step from your appointment confirmation email.
     
2. Create a Right Networks password.
   

1. Login to the Right Networks My Account portal with your email address and your newly created password.
2. From the Create Your Profile screen enter the Country Code, Area Code, and Phone Number (without dashes).
   
3. Enter a 4-digit number of your choice in the Create a Support PIN field.
4. Click Create Profile to go the Step 1 Welcome screen.
   • The Step 1 Welcome screen shows your package(s) purchased through Intuit and introduces the wizard.
5. Click Next to go to the Step 2 Add Licenses screen.
6. Enter any existing QuickBooks licenses for users who will have QuickBooks in the environment, if applicable.
   • You can enter licenses later, if needed. In addition to license(s), an add-on is required for users with an Intuit ProSeries Tax package to be able to install Quickbooks in the environment.
     
7. Click Next to go to the Step 3 Setup Owner screen.
   • The Step 3 Setup Owner screen allows the Account Owner to assign themselves one of the pre-purchased packages.
8. Highlight the Intuit ProSeries Tax blue box to assign one of the packages to yourself, if applicable.
   
9. Scroll down and click Next.

The Step 4 Add Users & Assign Packages screen lets you add other users. You'll be able to get to a similar screen where you can add users later by signing into the Right Networks My Account portal and clicking on the Users tab.

1. Click Add User.
   • If there will be no additional users, click Next then skip down to 7 below.
     
2. Select a role for the new user from the Role dropdown.
   • User (catalog) lets users install apps for themselves.
   • User (no catalog) doesn't let users install apps for themselves.
   • Account Admin is similar to the Account Owner role. These users can add/remove users, assign/unassign packages and add-ons, send password reset emails to users, and install apps for themselves and other users.
3. Enter the new user's First Name, Last Name, and Email Address, and then click Next.
   • The email address entered can't be in use on an existing Right Networks account.
     
4. Highlight the blue Intuit ProSeries Tax box to assign one of the packages to the new user.
   • If you want the user to only have access to the Right Networks My Account portal, then scroll down and click Next instead.
5. Make sure the new user's information is correct on the Add User - Review Details pop-up screen, and then click Add User.
6. Repeat the above steps as needed. Once any desired users have been added, click Next.
7. The Step 5 Finished screen is a recap. Click Continue to My Account.

1. Login to the Right Networks My Account portal.
2. Select the Users tab.
3. Click the Add User button.
4. Select a role for the new user from the Role dropdown list:
   • User (catalog) lets users install apps for themselves.
   • User (no catalog) doesn't let users install apps for themselves.
   • Account Admin is similar to the Account Owner role. These users can add/remove users, assign/unassign packages and add-ons, send password reset emails to users, and install apps for themselves and other users.
5. Enter the new user's First Name, Last Name, and Email Address, and then click Next.
   • The email address entered can't already be in use in Right Networks.
6. Highlight the blue Intuit ProSeries Tax box to assign one of the packages to the new user.
   • If you want the user to only have access to the Right Networks My Account portal, then scroll down and click Next instead.
7. Make sure the new user's information is correct on the Add User - Review Details pop-up screen.
8. Click Add User.

1. Login to the Right Networks My Account portal.
2. Select the Packages & Add-ons tab.
3. Under Packages, click the Intuit ProSeries Tax link.
4. Select the Assign Users to Package button.
5. Check the box in front of the user(s) you'd like to assign a package to.
6. Once you've selected the user(s), scroll down and click the Assign button.
   • Users can only have one package assigned to them at a time.
   • Switching a user to a different package will uninstall their apps because the package controls the apps that can be installed for the user.
   • If a user needs ProSeries and also needs to install apps that aren't part of the Intuit ProSeries Tax package, they'll need an add-on. Add-ons are billed through Right Networks and can be purchased by contacting the Right Networks’ CPA Solutions Team at 1-888-417-4448 x1 + Option x3. This team is available Mon-Fri 9-5 ET.

1. Run the downloaded RightNetworksSetupWizard.exe.
2. Click the Just set up your computer button.
   
3. Enter the email address that is your Right Networks username and the password you created.
   • If you receive an error about not having permission to sign in or an "object reference not set to an instance of an object" error message, check the Right Networks My Account portal and make sure you have an Intuit ProSeries Tax package assigned to the email address being used.
     
4. The wizard will then install TSPrint and TSScan (used for printing and scanning). When you receive the Installation Successful! message click Next.
   • Windows may ask if you want to allow the wizard to make changes at this point and later while running this wizard, select Yes if prompted.
     
5. The wizard will then add a Right Networks shortcut to your desktop and a shortcut to the ​Right Networks My Account portal​. You may uncheck the Add My Account Shortcut checkbox, if desired. Click Next.
   
6. When you see the You're Done! message from the Setup Wizard, click the Finish button to close it.

1. Use Control (^) + click to run the downloaded SetupWizard.dmg
   • You can hold down ⌥+⌘+L on your keyboard while in your browser to open your Downloads folder.
   • If opened without using control + click, you may receive an error that this "can't be opened because Apple cannot check it for malicious software."
2. The below screen is about QuickBooks. Click Next.
   
   • The wizard will then check to make sure the Remote Desktop port (3389) is open in your firewall and check for currently active Remote Desktop or Citrix connections.
3. Answer No for the first two questions.
   
4. Enter the email address that is your Right Networks Username, and then enter the Password you created.
5. Click Next.
   • If you receive an error about not having permission to sign in or an "object reference not set to an instance of an object" error message, check the ​Right Networks My Account portal and make sure you have an Intuit ProSeries Tax package assigned to the email address being used.
6. The wizard will then create a desktop shortcut and setup printing and scanning. Click Finish once it's done.
   
7. If you don't already have the Windows Remote Desktop client installed on your Mac you'll be directed to the App Store. Click OK.
   
8. When the App Store opens, you'll be directed to the download option for Microsoft Remote Desktop 10. Click GET.
9. Once installed, open the Microsoft Remote Desktop Client.
   • You'll see your Remote Desktop profile in the list.
10. Double-click on the Remote Desktop profile to connect to your Right Networks hosted desktop.
    
    The shortcut itself will display in the app shown above and will look like this:
    
11. While the app is running, it'll appear as an icon in your dock. We recommend pinning it permanently to the dock by right-clicking on the icon and selecting Keep in Dock.

1. Login to your Right Networks My Account portal.
2. Go to the Users tab.
3. Select the name, or email address, of the desired user.
   • The Account Owner, and users with the role of Account Admin, can install apps for any users that have been assigned a package.
   • Users with the User (catalog) role that have been assigned a package can install apps for themselves and will be taken directly to the Applications tab when they sign in to the portal.
4. Click Install App for all desired programs.
   • The 9 most recent years of ProSeries and Fixed Asset Manager, along with the current version of ProSeries Document Management System, will be listed on the Auto Install Apps tab in the AVAILABLE section. Other apps are available to install both on this tab and the Manual Install Apps tab.

• 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.

Preparing your client data and options to be moved:

You can install 9 years of the tax program in the hosted environment. You can upload all 9 years of data if wanted and older as a backup only; however, when a new year of the tax program gets released, the older program exceeding 9 years gets uninstalled. When this happens, your data will remain and can be downloaded if needed to restore locally.

1. On your desktop computer, browse to your Data folder.
   • For ProSeries standalone installations, this is usually in C:\ProWinYY.
   • For ProSeries Network Installations, this is usually in X:\ProNetYY.
2. Using Ctrl+click, highlight both the YYData folder and the Common folder.
   • For Network versions year 2018 and newer the masterinventory.dat file can also be highlighted to include in the zip.
3. Right-click on the YYData folder.
4. Go to Send To and choose Compressed (zipped) folder.
   • This will make a copy of the two folders into a zipped file giving it the name YYDATA.
5. Repeat this process for each tax year you want to move into the hosted environment.

This article uses YY to reference the tax year in 20YY format.

1. Browse to H:\ProWinYY\ and rename the HomeBase folder adding old to the end.
   • You can use F2 (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Rename button.
2. Rename the YYData folder adding old to the end.
   • For Network installations this will be in: I:\ProSeries20YY\ProNetYY
   • For Standalone installations this will be in: I:\ProSeries20YY\ProWinYY
3. Add a new folder in the same location.
   • You can use Ctrl + Shift + N or select the Home tab in File Explorer and use the New folder button.
4. Rename the new folder to YYData.
5. Open that year of ProSeries. Before restoring, the needed states and formsets need to be installed.
   • See Installing additional tax types and states under Step 4: Completing your program setup for instructions.
6. Once ProSeries is updated, open that year again and restore your clients.
   1. From the File menu, choose Client File Maintenance and select Restore.
   2. From the Type dropdown select All Tax Returns.
   3. Select Set source directory and browse to the YYDataold folder then select OK.
   4. Click the Select all button, and then choose Restore client(s).
      • If a state or formset was not installed you'll receive an error that lets you know which client file, what state, and the formset ProSeries could not restore.
        • It's suggested that you note what you'll need to install and the client you'll need to restore later.

Unzipping the uploaded folders

Once the data has finished uploading to the hosted environment, it needs to be extracted before you can restore it to ProSeries.

Getting your options into place

Placing the masterinventory.dat for Network versions

The masterinventory.dat file was designed to ensure users on a network have the same tax types and states installed. By placing this before opening ProSeries, ProSeries will see that additional selections need to be installed without the need to manually check boxes.

Restoring your clients

This option is available for the current tax year, and the two prior tax years, while the IRS Modernized e-File Status (MeF) is open.

1. Go to the EF Center HomeBase view.
2. Select the returns.
3. From the E-file menu, select Electronic Filing.
4. Select Update Acknowledgement Status of Selected Returns/Extensions/Payments.
5. Choose to update Only the selected return.
6. Select OK to retrieve the latest available status.

1. On your desktop computer, browse to your Clients folder and confirm there are files inside.
   • When saved on the C:\ drive this is normally C:\FamWinYY\Clients.
   • To locate the FAM clients when they aren't in the above location:
     1. Open Fixed Asset Manager.
     2. From the Tools menu select Program Options.
     3. Select the Clients tab.
     4. Under File Locations make note of the Default Client Location.
     5. Browse to this location and confirm there are files inside.
2. Right-click on the Clients folder.
3. Go to Send To and choose Compressed (zipped) folder.
4. If you are planning on uploading multiple years of FAM, rename the zip to YYFAM indicating the year.

1. Login to your Right Networks My Account portal.
2. Go to the Users tab.
3. Select the name, or email address, of the desired user.
   • The Account Owner, and users with the role of Account Admin, can install apps for any users that have been assigned a package.
   • Users with the User (catalog) role that have been assigned a package can install apps for themselves and will be taken directly to the Applications tab when they sign in to the portal.
4. Click Install App for the desired years of Fixed Asset Manager.

1. Open the Right Networks remote desktop using the Right Networks.rdp shortcut.
   
2. Open File Explorer and browse to your I:\ drive.
3. Highlight an uploaded zipped folder.
4. Select the Compressed Folder Tools Extract tab that appears.
5. Click on the Extract all button.
6. The Files will be extracted to this folder field will default to the I:\ drive in a folder that would be created using the same name as the zip. Click Extract.
7. Repeat the extraction process for each year's FAM clients that were uploaded.
8. Browse to the extracted Clients folder and open it.
9. Select all.
   • You can use Ctrl+A (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Select all button.
10. Copy.
    • You can use Ctrl+C or select the Home tab in File Explorer and use the Copy button.
11. Browse to I:\FamWinYY\Clients.
12. Paste the contents of the Clients folder.
    • You can use Ctrl+V or select the Home tab in File Explorer and use the Paste button.

You can zip locally using the following steps:

1. Right-click the file or folder and select to Send to.
2. Choose Compressed (zipped) folder.

To zip in the hosted environment:

1. Open File Explorer.
2. Highlight the file or folder.
3. From the Share menu, click the Zip button.

First, sign in to the Right Networks File Manager. The I:\ drive is selected by default in the left column.

To upload to the highlighted location in the left column:

1. Click the blue ↑.
2. Either drag and drop the file(s) into the Drag and drop files here area, or click Add… and highlight the desired file(s) and click Open.
3. Once you have the file(s) you want to upload added to the Upload Files window, click Upload.

To download:

1. In the left column, highlight the drive or folder that contains what you want to download.
2. On the right, highlight the desired file or folder.
3. Click the blue ↓ and browse to where you want to save the download.

1. Open File Explorer.
2. Highlight the zipped folder.
3. Select the Compressed Folder Tools Extract tab that appears.
4. Click on the Extract all button.