EasyACCT Hosting Onboarding and Setup Guide

[Intuit Hosting]

This article references default installation paths and uses YY to reference the tax year in 20YY format.  C: will always indicate the local drive and X: will always indicate the network drive.

Installing EasyACCT and Information Return Systems on your Right Networks Hosted Desktop:

1. Sign in to your myaccount.rightnetworks.com page.
2. Select the Users tab.
3. Select the user that needs to install the application.
4. Under the Available Applications section, select Install App next to EasyACCT Professional Series or Information Return System.
5. Repeat the steps for any other users.

 

Onboarding EasyACCT Professional Series:

1. Find the location of your EasyACCT data:
   • This can be viewed within the EasyACCT software, a the top of the program.
     
2. Open Windows File Explorer and browse to where your EasyACCT data is stored.
3. Right-click in the data folder and choose New, then Folder.
4. Name the folder EasyACCT Onboarding.
5. Right-click on the EasyACCT data folder and select Copy.
6. Open the EasyACCT Onboarding folder, right-click and choose Paste.
7. If you use Custom Tax Tables, you should also copy your YYTTBLS folders and paste these into the EasyACCT Onboarding folder.
   • To locate the Custom Tax Tables, follow these steps:
     1. Check the Employee Wage Withholding screen for the 3 digit code name of the Custom Tax Table assigned.
     2. From the System menu, select System Utilities, Payroll/Sales Tax Tables, then Local Tax Tables (or choose the custom table).
     3. Select the down arrow for tax year then choose the year.
     4. Find the Custom Tax Table Code that matches the one found in Employee Setup.
     5. Open Windows File Explorer and browse to the C:\EasyW\yyTTBLS folder that matches the 3 digit code name from the Employee Wage Withholding screen.
     6. Copy this folder and paste it into your EasyACCT Onboarding folder.
     7. Repeat these steps for all Custom Tax Tables.
8. Right-click on the EasyACCT Onboarding folder, select Send To, then Compressed (Zipped) Folder.
9. Open the Right Networks File Manager through any of the following locations:
   • Click here to access File Manager.
   • From the Right Networks My Account portal.
   • From the Tools section of the Right Networks Help page.
10. On the left side of the screen, click on your I:\ Drive.
11. Select Upload.
12. From the Upload File screen, select Add.
13. Browse to where your Compressed (zipped) folder is saved.
14. Highlight the zipped folder and select Open.
15. Select Upload to begin copying the data to the Hosted Environment.
    • It's recommended to use a hard-wired internet connection for uploads when available.
    • Avoid running background applications that are using large amounts of internet bandwidth during the upload.
16. After the upload finishes, sign in to your Right Networks Remote Desktop using the Remote Desktop Connection Application.
    • If you have an onboarding appointment with our hosted experts, the remaining steps will be completed during the appointment.
17. On your Remote Desktop, open the Windows File Explorer.
18. Open your I:\ Drive then open the EasyACCT Onboarding.zip folder.
19. Open the EasyACCT data folder, then press CTRL + A to select all the file.
20. Press CTRL + C to copy the files.
21. Click back to your I:\ Drive, then open the EasyW folder.
22. Press CTRL + V to paste all of your data files and custom tax tables into this folder.
23. Open the EasyACCT program in Right Networks to make sure that the data files are accessible.

 

Onboarding the Information Return System:

1. Find the location of your IRS company data.
   • The default location is C:\IRSyyyy\Data\
2. Open Windows File Explorer and browse to where your IRS company data is stored.
3. Right-click in the data folder and choose New, then Folder.
4. Name the folder IRS Onboarding.
5. Right-click on your IRSyyyy folder and select Copy.
6. Open the IRS Onboarding folder, then right-click and choose Paste.
   • Repeat steps 5 and 6 for each year of the IRS company data you wish to move to Right Networks.
7. Right-click on the IRS Onboarding folder, select Send To, then Compressed (Zipped) Folder.
8. Open the Right Networks File Manager through any of the following locations:
   • Click here to access File Manager.
   • From the Right Networks My Account portal.
   • From the Tools section of the Right Networks Help page.
9. On the left side of the screen, click on your I:\ Drive.
10. Select Upload.
11. From the Upload File screen, select Add.
12. Browse to where your Compressed (zipped) folder is saved.
13. Highlight the zipped folder and select Open.
14. Select Upload to begin copying the data to the Hosted Environment.
    • It's recommended to use a hard-wired internet connection for uploads when available.
    • Avoid running background applications that are using large amounts of internet bandwidth during the upload.
15. After the upload finishes, sign in to your Right Networks Remote Desktop using the Remote Desktop Connection Application.
    • If you have an onboarding appointment with our hosted experts, the remaining steps will be completed during the appointment.
16. On your Remote Desktop, open the Windows File Explorer.
17. Open your I:\ Drive then open the IRS Onboarding.zip folder.
18. Open the IRS company data folder, then press CTRL + A to select all the file.
19. Press CTRL + C to copy the files.
20. Click back to your I:\ Drive then open the IRS2020 folder, then the Data folder.
21. Press CTRL + V to paste all of your data files into this folder.
22. Now open your Information Return System program in Right Networks to make sure that the company data files are accessible.