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Lacerte Intuit Hosting onboarding and setup guide

Intuit Help
Intuit

Lacerte Intuit Hosting onboarding and setup guide

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

  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.
      Welcome email_INTHost_US_Ext_101221.png
  2. Create a Right Networks password.
    Right Networks Create Password_INTHost_US_Ext_102221.png
  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 to the Step 1 Welcome screen.
    • The Step 1 Welcome screen shows your package(s) purchased through Intuit and introduces the wizard.

Right Networks Create Profile_INTHost_US_Ext_102221.png

  1. Click Next to go to the Step 2 Add Licenses screen.
  2. 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 Lacerte Tax package to be able to install QuickBooks in the environment.

Welcome Wizard Step 2_INTHost_US_Ext_102521.png

  1. 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.
  2. Highlight the Intuit Lacerte Tax blue box to assign one of the packages to yourself, if applicable.
  3. Scroll down and click Next.

Welcome Wizard Step 3 Lac_INTHost_US_Ext_102521.png

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 step 7 below.

Step 4_INTHost_US_Ext_091221.png

  1. 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.
  2. 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.

Add User_INTHost_US_Ext_091221.png

  1. Highlight the blue Intuit Lacerte 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.
  2. Make sure the new user's information is correct on the Add User - Review Details pop-up screen, and then click Add User.
  3. Repeat the above steps as needed. Once any desired users have been added, click Next.
  4. The Step 5 Finished screen is a recap. Click Continue to My Account.

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.

  1. Run the downloaded RightNetworksSetupWizard.exe.
  2. Click the Just set up your computer button.
    Just set up_INTHost_US_Ext_101921.png
  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 Lacerte Tax package assigned to the email address being used.
      Wizard Sign In_INTHost_US_Ext_101921.png
  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.
      Wizard Install TSPrint TSScan_INTHost_US_Ext_101921.png
  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 unchecked the Add My Account Shortcut checkbox, if desired. Click Next.
    Wizard Create Shortcuts_INTHost_US_Ext_101921.png
  6. When you see the You're Done! message from the Setup Wizard, click the Finish button to close it.
  1. Hold down Ctrl on your keyboard while clicking 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 Ctrl and clicking, you may receive an error that this "can't be opened because Apple cannot check it for malicious software."
  2. The screen below 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.
      1-Mac-Setup-Wizard-QB copy.jpg
  3. Answer No for the first two questions.
  4.  Enter the email address that is your Right Networks Username, and then enter 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 Lacerte Tax package assigned to the email address being used.
      2-Mac-Right-Networks-Setup-Wizard copy.jpg
  6. The wizard will then create a desktop shortcut and setup printing and scanning. Click Finish once it's done.
    3-MAC-Right-Networks-Setup-Wizard copy.jpg
  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.
    4-Mac-Right-Networks-Setup-Wizard copy.jpg
  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.
    1-Mac-Remote-Desktop copy.jpg
    The shortcut itself will display in the app shown above and will look like this:
    2-Mac-Remote-Desktop copy.jpg
  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 select Keep in Dock.

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.

  1. Go to helpdesk.rightnetworks.com.
  2. Scroll down and select the Downloads tab.
    Help Desk Downloads_INTHost_US_Ext_101921.png
  3. Under Windows Downloads click on TS Print.
  4. Run the downloaded TSPrint_client.exe file.
    • You can do this by right-clicking the file and selecting Run.
  5. If you have a scanner attached to your computer (and might need to scan), click TS Scan and run the downloaded TSScan_client.exe file.
  1. In the Windows search box in the taskbar, type mstsc.exe and select the Remote Desktop Connection app.
  2. Go to the Advanced tab and select Connect and don't warn me from the If server authentican fails dropdown list.
    1-Remote-Desktop-Configuration-Windows copy.jpg
  3. Go to the Experience tab.
  4. Select LAN (10 Mbps or higher) from the Choose your connection speed to optimize performance dropdown.
    • If you have an especially slow internet connection, you may set this lower to improve the experience.
      2-Remote-Desktop-Configuration-Windows copy.jpg
  5. Go to the Local Resources tab.
  6. Uncheck the Printers checkbox under the Local devices and resources section.
    3-Remote-Desktop-Configuration-Windows copy.jpg
  7. Go to the General tab and enter your login address in the Computer field.
  8. Enter the email address that's your Right Networks username in the User name field.
  9. In the Connection settings section, click Save As...
  10. Save to your desktop with the name RightNetworks.
  1. Go to helpdesk.rightnetworks.com.
  2. Scroll down and select the Downloads tab.
    Help Desk Downloads_INTHost_US_Ext_101921.png
  3. Under Mac OS Downloads, click on TS Print.
    • If you get an error that it "can't be opened because it is from an unindentified developer," this is due to Mac default security settings, which prevent apps that didn't come from their App Store from installing. To resolve this error:
      1. Click OK.
      2. Open System Preferences using the Apple icon in the top left corner of your screen.
      3. In the System Preferences window, select Security & Privacy.
      4. Click on the General tab.
      5. Under Allow apps downloaded from: click on Open Anyway for the TSPrintClient.pkg to start the installation.

App-Install-Warning-TS-Print copy.jpg

Mac-Security-Open-Anyway copy.jpg

  1. Make sure that TSPrint is running on the Mac by locating the TSPrint icon in the top icon bar.
    • If the icon is missing:
      1. Click on the Finder icon in the dock.
      2. In the Finder window, go to the Applications folder.
      3. Find the item for TSPrint Client and double-click on it.
      4. Once installed, you should see the TSPrint icon. 

8-Icon-Bar.jpeg

  1. If you have a scanner attached to your computer and may need to scan, click TS Scan and run the downloaded file.
  1. Open the App Store
  2. Search for Microsoft Remote Desktop 10.
  3. Click on GET to install the app.
  4. Open Applications and double-click Microsoft Remote Desktop.
    4-Apps-Folder-RDP copy.jpg
  5. Right-click on the Microsoft Remote Desktop icon in your dock, select Options, and choose Keep in Dock
  6. With the application open, click the plus (+) button and choose Desktop.
    1-Mac-Remote-Desktop copy.jpg
  7. In the PC Name field, enter your login address.
  8. Click on the User Account field and select Add User Account.
    7-Add-Address copy.jpg
  9. Enter the email address that's your Right Networks username.
  10. Name the connection.
    • We recommend giving the connection a friendly name, such as RightNetworks—especially if you have more than one Remote Desktop Connection.
  11. You'll be returned to the main app screen for Remote Desktop, where you'll see the connection you just created as an icon. Double-click the shortcut to begin the login process.
    • If you didn't give it a friendly name, the connection will be identified by the login address.

Installing apps

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

  1. Login to your Right Networks My Account portal.
  2. Go to the Users tab.
  3. Select the name, or email address, for 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 7 most recent years of Lacerte, Tax Planner, and Analyzer, along with the current version of Lacerte 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.

Onboarding automation

Brand new for Lacerte 2021 comes the built-in Hosting Upload and Import utility. This functionality lets anyone with an active Right Networks account to safely and efficiently move their Lacerte, DMS, and Tax Planner data from their local computer to the Right Networks Cloud Hosting desktop.

  1. Open 2021 Lacerte Tax locally.
  2. From the Tools menu, select Intuit Hosting for Lacerte Tax (Right Networks) and choose Copy Data Files to Hosting (Data Transfer).
  3. After reviewing the notice, click Confirm.
  4. Enter your Right Networks Username and Password, and then select Sign In.
  5. On the Select Files screen, check the programs whose data you'd like uploaded to Right Networks.
    • Click on Show more files to see additional options.
      Automation Select Files_INTHost_US_Ext_102121.png
  6. After you've made your selections, click the blue Upload button in the bottom right of the window.
    • If you experience an interruption in your internet service the upload will resume once the connection is re-established.

Importing your data in Right Networks

  1. Open the Right Networks remote desktop using the Right Networks.rdp shortcut.

Right Networks rdp_INTHost_US_Ext_102821.png

  1. Open the 2021 Lacerte Tax program in Right Networks.
  2. Click on Tools at the top of the program.
  3. Go down to Intuit Hosting for Lacerte Tax (Right Networks) and choose Import files into Hosting.
  4. Make sure that the Lacerte, Tax Planner, and DMS programs are closed.
  5. The File Selection screen will automatically detect all applications that were uploaded earlier. Make sure that this is accurate, and then select Start Import.
    • You can filter out the data paths that aren't required to be imported to the product by selecting the Filter data paths checkbox at the bottom of the wizard.
  6. After the Import completes, a Summary will be saved to your I:\ Drive. Click Close at the bottom of the window to finish.

Adding users and assigning packages after the Welcome Wizard

  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.
    1. The email address entered can't already be in use in Right Networks.
  6. Highlight the blue Intuit Lacerte 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 Lacerte 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 Lacerte and also needs to install apps that aren't part of the Intuit Lacerte 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.

Uploading other data into the hosted environment

By default, the keyboards 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.

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

 

File Manager should be accessed locally, outside the hosted environment.

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.

file-explorer-extract-all-zipped-folder-or-file.png

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