Intuit Help
Intuit

Help Articles

Activating your Right Networks account, adding users, and assigning packages

Adding users and assigning packages after the Welcome Wizard

Setting up access from your computer

Click on the Download Setup Wizard link on the left of your Right Networks My Account portal, then click on the Windows or Mac button in the pop-up to download the appropriate wizard for your computer.

Note: The wizard can be run on multiple computers and set to use the same login. Keep in mind that only one computer can access the hosted environment at the same time with the same login. For example, if you leave your home computer signed in to the hosted environment and go to your office and use it to access hosted the home computer will be kicked off.

In rare cases, you may not be able to run the setup wizard. Usually, this is due to local system configuration. If this happens you'll need to manually set up access.

Installing apps

The package assigned to a user (and add-ons if any) control what's available to install for them.

Onboarding automation

Before uploading your data using automation, check the space you have available on your C:\ drive. Lacerte will need enough space to temporarily copy the files you'll be uploading. You can have the automation tool upload one year, then run it again to upload a different year if needed. You can check your disk space in File Explorer by selecting This PC on the left. The available space will appear under Devices and drives.

Importing your data in Right Networks

Uploading other data into the hosted environment

By default, the keyboard shortcuts will work in the hosted environment when it's maximized. Small files and folders can be copied locally. Then, you can browse to the desired location on your H:\ or I:\ drive and use the Ctrl+V shortcut to paste. Alternatively, you can open File Explorer, click the Home menu, and click Paste button. Larger sets of data will often require zipping.

Lacerte Appointment Manager

To have the Lacerte Appointment Manager added, you'll need to call to speak with a Lacerte Intuit Hosting expert. See How to contact Lacerte for help.