When you purchase Intuit Hosting online, your Order Summary will have a Schedule appointment button. This will allow you to select a date and time that works best for you to have one of our onboarding experts help you move your Lacerte information into Rightworks.
When you purchase through sales, they'll assist you with scheduling your onboarding appointment.
Activating your Rightworks account, adding users, and assigning packages
You'll receive a welcome email from Rightworks that will include a link to activate your account as well as walk through a welcome wizard to help you set up your account, and invite other users if needed.
From the welcome email, select Activate Your Account.
The email will be from: gettingstarted@rightworks.com.
Create a Rightworks password.
Sign in to the Rightworks AppHub with your email address and your newly created password. On the Create Your Profile screen, enter the Country Code, Area Code, and Phone Number (without dashes).
Enter a 4-digit number of your choice in the Create a Support PIN field.
Select 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.
Select Next to go to the Step 2 Add Licenses screen. 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 Tax package to be able to install QuickBooks in the environment.
Select 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.
Highlight the Intuit Lacerte Tax box to assign one of the packages to yourself, if applicable. Scroll down and select 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.
Select Add User.
If there will be no additional users, select Next then skip down to step 7.
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.
Enter the new user's First Name, Last Name, and Email Address, and then select Next.
The email address entered can't already be in use on an existing Rightworks account.
Highlight the Intuit Lacerte 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.
Make sure the new user's information is correct on the Add User - Review Details pop-up screen, and then click Add User.
Repeat the above steps as needed. Once any desired users have been added, click Next.
The Step 5 Finished screen is a recap. Select Continue.
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.
Enter the new user's First Name, Last Name, and Email Address, and then select Next.
The email address entered can't already be in use in Rightworks.
Highlight the 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 Rightworks AppHub, then scroll down and click Next instead.
Make sure the new user's information is correct on the Add User - Review Details pop-up screen.
Under Packages, click the Intuit Lacerte Tax link.
Select the Assign Users to Package button.
Check the box in front of the user(s) you'd like to assign a package to.
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 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.
Select the Download Setup Wizard link on the upper right of your Rightworks AppHubMy Apps screen, then select the Windows or Mac button in the pop-up to download the appropriate wizard for your computer.
The wizard can be run on multiple computers and set to use the same login.
Only one computer can access the hosted environment at the same time with the same login. For example if you leave your home computer signed in to the hosted environment and go to your office and use it to access hosted, the home computer will be kicked off.
Run the downloaded RightNetworksSetupWizard.exe.
Select Just set up your computer.
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 Lacerte Tax package assigned to the email address being used.
The wizard will then install TSPrint and TSScan (used for printing and scanning). When you receive the Installation Successful! message, select 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.
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. Select Next.
When you see the You're Done! message, select Finish to close it.
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."
The below screen 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.
Answer No for the first two questions.
Enter the email address that is your Rightworks Username, and then enter the Password you created.
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 Lacerte Tax package assigned to the email address being used.
The wizard will then create a desktop shortcut and setup printing and scanning. Click Finish once it's done.
If you don't already have the Windows App client installed on your Mac, you'll be directed to the App Store. Click OK.
When the App Store opens, you'll be directed to the download option for Windows App. Click GET.
Once installed, open the Windows App.
You'll see your Remote Desktop profile in the list.
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:
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.
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:
You can do this by right-clicking the file and selecting Run.
If you have a scanner attached to your computer (and might need to scan), select TS Scan and run the downloaded TSScan_client.exe file.
In the Windows search box in the taskbar, type mstsc.exe and select the Remote Desktop Connection app.
Go to the Advanced tab and select Connect and don't warn me from the If server authentication fails dropdown list.
Go to the Experience tab.
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.
Go to the Local Resources tab.
Uncheck the Printers checkbox under the Local devices and resources section.
Go to the General tab and enter your login address in the Computer field.
If you don't have your login address, refer to the Alternate Procedure section in this Right Networks article for help, or call to speak with an Intuit Hosting expert.
Enter the email address that's your Rightworks username in the User name field.
In the Connection settings section, select Save As...
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:
Select OK.
Open System Preferences using the Apple icon in the top left corner of your screen.
In the System Preferences window, select Security & Privacy.
Select the General tab.
Under Allow apps downloaded from: select Open Anyway for the TSPrintClient.pkg to start the installation.
Make sure that TSPrint is running on the Mac by locating the TSPrint icon in the top icon bar.
If the icon is missing:
Select the Finder icon in the dock.
In the Finder window, go to the Applications folder.
Find the item for TSPrint Client and double-click on it.
Once installed, you should see the TSPrint icon.
If you have a scanner attached to your computer and may need to scan, select TS Scan and run the downloaded file.
Open the App Store.
Search for Windows App.
Select GET to install the app.
Open Applications and double-click Windows App.
Right-click on the Windows App icon in your dock, select Options, and choose Keep in Dock.
With the application open, select the plus (+) button and choose Desktop.
In the PC Name field, enter your login address.
If you don't have your login address, refer to the Alternate Procedure section in this Right Networks article for help, or call to speak with an Intuit Hosting expert.
Select the User Account field and select Add User Account.
Enter the email address that's your Rightworks username.
Name the connection.
We recommend giving the connection a friendly name, such as Rightworks—especially if you have more than one Remote Desktop Connection.
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.
The package assigned to a user (and add-ons, if any) control what's available to install for them.
The Account Owner, and users with the role of Account Admin, can install apps for any users that have been assigned a package. They will need to install apps for users with the User (no catalog) role.
Users with the User (catalog) role that have been assigned a package can install apps for themselves and will be taken directly to My Apps when they sign in to the portal.
The 10 most recent years of Lacerte, multiple years of Tax Planner and Analyzer, and the current version of Lacerte Document Management System are available to install when a Lacerte package is assigned to a user.
Additional apps are available on the Manual Install Apps tab that can take up to 3 business days before becoming available (the Rightworks Provisioning Team may email asking for additional information needed).
In the Available Applications section, choose Install for all desired programs.
Once an app has been installed, you'll see it in the Installed Applications section.
If you are the Account Owner or Account Admin and want to install apps for your other users:
Select the name of the user to be taken to their Apps screen.
Go to the Cloud Apps tab.
Additional apps are available on the Manual Install Apps tab that can take up to 3 business days before becoming available (the Rightworks Provisioning Team may email asking for additional information needed).
In the Available Applications section, choose Install for all desired programs.
Once an app has been installed, you'll see it in the Installed Applications section.
Before uploading your data using automation, check the space you have available on your C:\ drive. Lacerte will need enough space to temporarily copy the files you'll be uploading. You can have the automation tool upload one year, then run it again to upload a different year if needed. You can check your disk space in File Explorer by selecting This PC on the left. The available space will appear under Devices and drives.
After signing in, answer the prompt to select your business.
From the Tools menu, select Intuit Hosting for Lacerte Tax (Rightworks), then choose Import files into Hosting.
Make sure that the Lacerte, Tax Planner, and DMS programs are closed.
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.
After the Import completes, a Summary will be saved to your I:\ Drive. Select Close to finish.
How do I move files between the hosted and local environments?
When you need to move file(s) from, or to, the hosted environment, smaller files can be copied and pasted.
By default, keyboard shortcuts work in the hosted environment when it's maximized.
Ctrl+C and Ctrl+V are the copy and paste shortcuts. Alternatively, there are buttons in the Home menu in File Explorer for these functions.
Use the Rightworks File Manager site from the local computer to upload or download files when multiple files or larger files are being moved.
If the site is failing with a 404 error, clear cache and cookies and restart the browser, try in a different browser, or use an incognito window.
Make sure a wired internet connection is being used to better avoid timeouts due to problems with the internet connection.
You can zip locally using the following steps:
Right-click the file or folder and select to Send to.
Windows 11 users will need to select Show more options to see this choice.
Choose Compressed (zipped) folder.
To zip in the hosted environment:
Open File Explorer.
Highlight the file or folder.
From the Share menu, select Zip.
First, sign in to the Rightworks 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:
Select the blue ↑.
Either drag and drop the file(s) into the Drag and drop files here area, or select Add... and highlight the desired file(s) and select Open.
Once you have the file(s) you want to upload added to the Upload Files window, select Upload.
To download:
In the left column, highlight the drive or folder that contains what you want to download.
On the right, highlight the desired file or folder.
Select the blue ↓ and browse to where you want to save the download.
Open File Explorer.
Highlight the zipped folder.
Select the Extract Compressed Folder Tools tab.
Select Extract all.
Errors received during uploading, or the upload failing, are due to connection instability. These steps require 3rd Party Software to be installed on your computer. See here for more information on this program before installing.
If your DMS Database is on a server, it can save a lot of time as long as the files are zipped from the server itself. Remote into the server if possible to download 7-Zip and run the zipping process.
Zipping may take a very long time - during this time make sure that your computer does not power off or go to sleep as this will interrupt the process.
After downloading, you can find the file in your Downloads folder of your browser. You can also use Ctrl+J to open the Downloads window.
On the 7-Zip 19.00 (x64) Setup window, leave the default location for your Destination folder then select Install.
Once the installation is complete, Close the window.
Use File Explorer to browse to your DMS Database.
See steps 1-3 in the Zipping section for detailed instructions. You will be re-zipping the same folder as in those steps but this time using 7-Zip to create smaller, easier to upload zipped files.
Right-click on the folder you will be zipping then hover your mouse over 7-Zip and select Add to archive…
Select the Archive format drop-down and select zip if not already selected.
Near the bottom left, select the Split to volumes drop-down and select 1000M.
Select OK. You will see a progress window displaying the status. This will take some time, depending on the size of the folder.
After this completes you will see the smaller zip files in the same location as the original folder (*.zip.001, *.zip.002, *.zip.003, etc where * is the name of the original folder)
Upload all of these zip files created by 7-Zip. Refer to the Uploading your zipped folder section above for detailed instructions. If the process fails, take note of the last file that successfully uploaded and begin the upload again where you left off.
For example: If the upload fails while uploading file 056, you should re-upload files 056 to the end, you don't need to select 001 through 055 again.
Once the upload is complete, you can select Log Off in the upper-right corner if additional files don't need to be uploaded at this time.
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