This article uses YY to reference the tax year in 20YY format.
Switching between standalone and network installations of ProSeries Professional in Right Networks for Intuit Hosting
- Use the red Logoff button on your remote desktop to sign out of the hosted environment, and have any other users in your firm for whom you're following these steps for sign out, too.
- Log in to your Right Networks My Account portal.
- Go to the Users tab, then select a user by clicking on their name.
- Users with the User (catalog) role will be taken directly to where they can install apps for themselves.
- Users with the User (no catalog) role will need the Account Owner or someone with the Account Admin role to remove then install the apps for them.
- In the Installed section, select Remove App for each year of ProSeries that was previously installed.
- Once all years are removed, scroll down to the Available section.
- Click Install App for all years needed, being sure to select the correct version (Standalone) vs (Network).
- You don't have to wait for a year to finish installing before moving on to the next install. You can install them all at once.
- Select Home at the top left of your screen, or use the back button in your browser, to return to the landing page for your account.
- Repeat steps 3 through 6 for each remaining user.
- After the correct version has been installed, you'll need to move your clients and options over for each year installed.
Switching clients and options from standalone to network
From standalone to network ProSeries 2020 and later
- Open ProSeries.
- From the Update menu, choose Select and Download New Products.
- Check the appropriate boxes for the tax types and states needed.
- Select Next so the update begins, choose Install Now when prompted.
- Copy the YYData folder from I:\ProSeriesYY\ProWinYY.
- You can use Ctrl+C (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Copy button.
- Paste the YYData folder into I:\ProSeriesYY\ProNetYY.
- You can use Ctrl+V or select the Home tab in File Explorer and use the Paste button.
- Copy the Common folder from I:\ProSeriesYY\ProWinYY.
- Paste the Common folder into I:\ProSeriesYY\ProNetYY.
- After the update completes, open ProSeries and change the HomeBase View to All Tax Returns.
- If the client files don't show, go to the HomeBase menu and choose HomeBase Maintenance, then select Fix it when prompted.
From standalone to network ProSeries 2019 and earlier
- Copy the Common folder from I:\ProSeriesYY\ProWinYY.
- You can use Ctrl+C (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Copy button.
- Paste the Common folder into I:\ProSeriesYY\ProNetYY.
- You can use Ctrl+V or select the Home tab in File Explorer and use the Paste button.
- From the Update menu, choose Select and Download New Products.
- Check the appropriate boxes for the tax types and states needed.
- Select Next so the update begins, choose Install Now when prompted.
- After the update completes, open ProSeries and change the HomeBase View to All Tax Returns.
- From the File menu, select Client File Maintenance and choose Restore.
- Select Set Source Directory, then browse to I:\ProSeriesYY\ProWinYY.
- Choose Select All for all clients, then click Restore client(s).
It's suggested to rename the ProWinYY folders in I:\ProSeriesYY adding OLD at the end to make it clear these standalone locations are no longer being used.
Switching clients and options from network to standalone
From network to standalone ProSeries 2020 and Later
- Open ProSeries.
- From the Update menu, choose Select and Download New Products.
- Check the appropriate boxes for the tax types and states needed.
- Select Next so the update begins, choose Install Now when prompted.
- Copy the YYData folder from I:\ProSeriesYY\ProNetYY.
- You can use Ctrl+C (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Copy button.
- Paste the YYData folder into I:\ProSeriesYY\ProWinYY.
- You can use Ctrl+V or select the Home tab in File Explorer and use the Paste button.
- Copy the Common folder from I:\ProSeriesYY\ProNetYY.
- Paste the Common folder into I:\ProSeriesYY\ProWinYY.
- After the update completes, open ProSeries and change the HomeBase View to All Tax Returns.
- If the client files don't show, go to the HomeBase menu and choose HomeBase Maintenance, then select Fix it when prompted.
From network to standalone ProSeries 2019 and Earlier
- Copy the Common folder from I:\ProSeriesYY\ProNetYY.
- You can use Ctrl+C (keyboard shortcuts work by default in the hosted environment when it's maximized) or select the Home tab in File Explorer and use the Copy button.
- Paste the Common folder into I:\ProSeriesYY\ProNetYY.
- You can use Ctrl+V or select the Home tab in File Explorer and use the Paste button.
- From the Update menu, choose Select and Download New Products.
- Check the appropriate boxes for the tax types and states needed.
- Select Next so the update begins, choose Install Now when prompted.
- After the update completes, open ProSeries and change the HomeBase View to All Tax Returns.
- Change the HomeBase View to All Tax Returns.
- From the File menu, select Client File Maintenance and choose Restore.
- Select Set Source Directory, then browse to I:\ProSeriesYY\ProNetYY.
- Choose Select All for all clients, then click Restore client(s).
It's suggested to rename the ProNetYY folders in I:\ProSeriesYY adding OLD at the end to make it clear these network locations are no longer being used.
