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Lacerte Intuit Hosting onboarding and setup guide

SOLVEDby Intuit8Updated 1 week ago

Table of contents:

Activating your Rightworks account, adding users, and assigning packages
Adding users and assigning packages after the Welcome Wizard
Setting up access from your computer
Running the Rightworks Setup Wizard on a Windows computer
Running the Rightworks Setup Wizard on a Mac
Manually setting up access if the Setup Wizard fails
Installing apps
Onboarding automation
Uploading your data to Rightworks
Importing your data in Rightworks
Uploading other data into the hosted environment
Lacerte Appointment Manager

For information about Microsoft Office in the hosted environment see this article.

See the EasyACCT Intuit Hosting Onboarding and Setup Guide for assistance with setting up EasyACCT Professional and Information Return System in the hosted environment.

Activating your Rightworks 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 Rightworks password.
    Right Networks Create Password_INTHost_US_Ext_102221.png
  1. 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).
    Right Networks Create Profile_INTHost_US_Ext_102221.png Enter a 4-digit number of your choice in the Create a Support PIN field.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.Click 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.
    Welcome Wizard Step 2_INTHost_US_Ext_102521.pngClick 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 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 Rightworks 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.
      Step 4_INTHost_US_Ext_091221.png
  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 on an existing Rightworks account.
      Add User_INTHost_US_Ext_091221.png
  4. 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.
  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.

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Adding users and assigning packages after the Welcome Wizard

  1. Sign in to the Rightworks AppHub.
  2. Select the Admin Controls 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.
    • The email address entered can't already be in use in Rightworks.
  7. 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.
  8. Make sure the new user's information is correct on the Add User - Review Details pop-up screen.
  9. Click Add User.
  1. Sign in to the Rightworks AppHub.
  2. Select the Admin Controls 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 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.

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Setting up access from your computer

Click on the Download Setup Wizard link on the upper right of your Rightworks AppHub My Apps screen, then click on the Windows or Mac button in the pop-up to download the appropriate wizard for your computer.

Note: The wizard can be run on multiple computers and set to use the same login. Keep in mind that 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.

  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 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.
      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 Rightworks shortcut to your desktop and a shortcut to the Rightworks 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. 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."
  2. The below screen is about QuickBooks. Click Next.
    1-Mac-Setup-Wizard-QB copy.jpg
  3. 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.
  4. Answer No for the first two questions.
    2-Mac-Right-Networks-Setup-Wizard copy.jpg
  5. Enter the email address that is your Rightworks Username, and then enter the Password you created.
  6. 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.
  7. 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
  8. 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
  9. When the App Store opens, you'll be directed to the download option for Microsoft Remote Desktop 10. Click GET.
  10. Once installed, open the Microsoft Remote Desktop Client.
    • You'll see your Remote Desktop profile in the list.
  11. Double-click on the Remote Desktop profile to connect to your Rightworks 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
  12. 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.

  1. Go to the Rightworks Help Page.
  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 authentication 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.
    RDP General_INTHost_US_Ext_121021.png
    • 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.

For more information on how to contact Lacerte, as well as our operating hours, see here.

  1. Enter the email address that's your Rightworks username in the User name field.
  2. In the Connection settings section, click Save As...
  3. Save to your desktop with the name RightNetworks.
  1. Go to the Rightworks Help Page.
  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.
      App-Install-Warning-TS-Print copy.jpgTo 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.
        Mac-Security-Open-Anyway copy.jpg
  4. Make sure that TSPrint is running on the Mac by locating the TSPrint icon in the top icon bar.
    8-Icon-Bar.jpeg
    • 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. 
  5. 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.
    • 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.

For more information on how to contact Lacerte, as well as our operating hours, see here.

  1. Click on the User Account field and select Add User Account.
    7-Add-Address copy.jpg
  2. Enter the email address that's your Rightworks username.
  3. Name the connection.
    • We recommend giving the connection a friendly name, such as Rightworks—especially if you have more than one Remote Desktop Connection.
  4. 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.

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Installing apps

  • 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.
  • 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.
  1. Login to your Rightworks AppHub.
  2. Select My Apps in the left column to install apps for yourself.
  3. Click Install App for all desired programs.
    • The 10 most recent years of Lacerte and multiple years of Tax Planner and Analyzer are available to install on the Auto Install Apps tab in the Available Applications section along with the current version of Lacerte Document Management System.
    • Other apps are available to install both on this tab and the Manual Install Apps tab.
    • Once an app has been installed, you'll see it in the Installed Applications section.
  4. To install for other users, choose Admin Console in the left column.
  5. Go to the Users tab.
  6. Select the name, or email address, for the desired user.
  7. Click Install App for all desired programs.
  8. Select All Users in the upper left to quickly get back to your list of users if you need to repeat to install for additional users.

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Onboarding automation

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.

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Uploading your data to Rightworks:

  1. Open 2023 Lacerte locally.
  2. From the Tools menu, select Intuit Hosting for Lacerte Tax (Rightworks) and choose Copy Data Files to Hosting (Data Transfer).
  3. After reviewing the notice, click Confirm.
  4. Enter your Rightworks Username and Password, and then select Sign In.
  5. On the Select Files screen, check the programs whose data you'd like uploaded to Rightworks.
    • 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 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.

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Importing your data in Right Networks:

  1. Open the 2023 Lacerte program in Rightworks.
  2. After signing in, answer the prompt to select your business.
  3. From the Tools menu, select Intuit Hosting for Lacerte Tax (Rightworks), 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.

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Uploading other data into the hosted environment

By default, the keyboard shortcuts 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 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:

  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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Lacerte Appointment Manager

To have the Lacerte Appointment Manager added, you'll need to call to speak with a Lacerte Intuit Hosting expert.

For more information on how to contact Lacerte, as well as our operating hours, see here.

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