ProSeries Intuit Hosting onboarding and setup guide

1. From the welcome email, click 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 Rightworks password.
   

1. Sign in to the Rightworks AppHub with your email address and your newly created password.
2. On 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 to 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 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 Rightworks AppHub, going to the Admin Console, and selecting the Users tab.

1. Click Add User.
   • If there will be no additional users, click Next then skip down to step 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 already be in use on an existing Rightworks account.
     
4. Highlight the Intuit ProSeries Tax box to assign one of the packages to the new user and select Next.
   • If you want the user to only have access to the Rightworks AppHub, 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.

1. Sign in to the Rightworks AppHub.
2. Select the Admin Console in the left column.
3. Go to the Users tab.
4. Click the Add User button.
5. 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.
6. 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 Rightworks.
7. Highlight the 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 Rightworks AppHub, then scroll down and click Next instead.
8. Make sure the new user's information is correct on the Add User - Review Details pop-up screen.
9. Click Add User.

1. Sign in to the Rightworks AppHub.
2. Select the Admin Console in the left column.
3. Go to the Packages & Add-ons tab.
4. Under Packages, click the Intuit ProSeries Tax link.
5. Select the Assign Users to Package button.
6. Check the box in front of the user(s) you'd like to assign a package to.
7. 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 Rightworks and can be purchased by contacting the Rightworks’ CPA Solutions Team.

You may reach Rightworks Accounting Firm Solutions at 1-888-417-4448 x1 + Option x3. They're open Monday-Friday 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 Rightworks 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 Rightworks AppHub 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 Rightworks shortcut to your desktop and a shortcut to the Rightworks AppHub​​. You may uncheck the Add AppHub 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. While holding down Control (^) on your keyboard, click the downloaded SetupWizard.dmg file to run it.
   • 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.
   
3. 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.
4. Answer No for the first two questions.
   
5. Enter the email address that is your Rightworks Username, and then enter the Password you created.
6. 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 Rightworks AppHub​and make sure you have an Intuit ProSeries Tax package assigned to the email address being used.
7. The wizard will then create a desktop shortcut and setup printing and scanning. Click Finish once it's done.
   
8. 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.
   
9. When the App Store opens, you'll be directed to the download option for Microsoft Remote Desktop
10. Click GET.
11. Once installed, open the Microsoft Remote Desktop Client.
    • You'll see your Remote Desktop profile in the list.
12. Double-click on the Remote Desktop profile to connect to your Rightworks hosted desktop.
    
    The shortcut itself will display in the app shown above and will look like this:
    
13. 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.

Using Migrate ProSeries to move files instead:

Creating your backup file:

1. Open 2022 ProSeries Professional.
2. From the File menu, select Migrate ProSeries.
3. Select Yes to close ProSeries.
4. Select Backup ProSeries.
5. Select the years and versions you would like to include in the backup and click Backup ProSeries.
   • If any other years or versions of ProSeries are open you'll be prompted to close them.
6. Confirm your selection by clicking OK.
7. When complete select Close.
8. You'll find a folder on your desktop titled ProSeriesBackups.

Note: ProSeries Basic isn't able to be hosted. If you haveProSeries Basic, the data needs to be zipped and uploaded via File Manager. ProSeries Basic can be restored within the hosted ProSeries Professional program however migrate can't be used to move it.

Uploading your client data and options

Transferring files to the hosted environment:

1. Sign in to the Rightworks File Manager locally, outside the hosted environment.
   • The I:\ drive is selected by default in the left column.
2. Click the blue Upload button.
   
3. The Upload Files pop-up has a Drag and drop files here area available for use.
   
4. If you won't be dragging and dropping, for each year you'll be uploading, you'll need to:
   1. Click the Add... button.
   2. Browse to where the zipped file was created.
   3. Highlight the zipped file and click Open.
5. Click Upload to begin copying the data to the hosted environment.
   

Finishing up Migrate ProSeries in the hosted environment

These steps do not need to be repeated for other users. Other users will start with an empty HomeBase and ProSeries will recognize the clients as new ones that need to be added to their HomeBase.

Make sure each year of ProSeries is already installed in the hosted environment before running the Migration tool.

How to restore data from the backup file:

1. Open 2022 ProSeries in the hosted environment.
2. From the File menu, select Migrate ProSeries.
3. Select Yes to close ProSeries.
4. Select Restore ProSeries.
5. Use the Browse button to Open the backup file.
6. Under Select version(s) to restore check off each year and version you need to restore.
7. Select the Restore ProSeries button.
8. Confirm your choices and select OK to continue.
9. Select Close.

When your installation is complete, your settings and data will be available within your new ProSeries installation.  The Options Setup Wizard will open automatically, but may be closed.

The HomeBase will need to be renamed for each year so the HomeBase rebuilds with the files in the new locations.

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.

For 2019 and older tax years complete these additional steps after running the migration tool to bring your client files into the Hosted environment:

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

1. Rename the YYData folder in I:\ProSeries20YY\ProNetYY\ adding old to the end.
2. 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.
3. Rename the new folder to YYData.
4. 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.
5. 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.

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. Sign in to the Rightworks AppHub.
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 year(s) of Fixed Asset Manager.

1. Open the Rightworks remote desktop using the hosted environment 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 Rightworks 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.