Installing prior-year versions of Lacerte for Intuit Hosting

This article will guide you through the process of installing prior-year versions of Lacerte within the Intuit Hosting environment - from installing to importing your data.

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. 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.

To install apps for yourself:

1. Sign in to the Rightworks AppHub.
2. Select My Apps in the left column.
3. 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).
4. In the Available Applications section, choose Install for all desired programs.
5. Once an app has been installed, you'll see it in the Installed Applications section.

Uploading your data to Rightworks:

1. Open the prior-year version of 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.
     
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.

Importing your data in Rightworks:

1. Open the prior-year version of 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.