Lacerte 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 Right Networks password.
   

1. Login to the Right Networks AppHub 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.

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 Lacerte 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 Lacerte 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 Right Networks 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 in Right Networks.

4. 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 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 to My Account.

1. Login to the Right Networks 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.
   1. The email address entered can't already be in use in Right Networks.
7. 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 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. Login to the Right Networks AppHub.
2. Select the Admin Console in the left column.
3. Go to the Packages & Add-ons tab.
4. Under Packages, click the Intuit Lacerte 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 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.

You may reach Right Networks’ CPA Solutions Team at 1-888-417-4448 x1 + Option x3. They're open 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 AppHub and make sure you have an Intuit Lacerte 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 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. 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.
     
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 AppHub ​and make sure you have an Intuit Lacerte 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 select Keep in Dock.

1. Login to your Right Networks AppHub.
2. Select the Admin Console in the left column.
3. Go to the Users tab.
4. 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.
5. Click Install App for all desired programs.
   • The 10 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 Applications section. Other apps are available to install both on this tab and the Manual Install Apps tab.

1. Open 2022 Lacerte 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.
     
6. After you've made your selections, click the blue Upload button at 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.

1. Before you open 2022 Lacerte in the hosted environment to complete the automation, you'll need to place your prep.22 file:
   1. In your local 2022 Lacerte, press the F10 key (or from the Help menu select TroubleShoot).
   2. Note the Option path.
   3. Open File Explorer on your local computer and browse to the Option path.
   4. Locate the prep.22 file, then right-click on it and select Copy.
   5. Open the Right Networks remote desktop using the Right Networks.rdp shortcut.
      
   6. Open File Explorer in your hosted environment and browse to I:\Lacerte\22tax\Option22.
   7. Paste the prep.22 file inside.
      • You can use Ctrl+V (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Paste button.
2. Open the 2022 Lacerte program in Right Networks.
3. From the Tools menu, select Intuit Hosting for Lacerte Tax (Right Networks), then 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 to finish.

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 toRight 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.