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Setting up Network printers in ProSeries

by Intuit•1• Updated 2 months ago

A network printer allows multiple users to access the same device, streamlining workflow in a tax preparation office and enabling centralized management. It is a great way to ensure accurate printing of tax forms with correct alignment, barcodes, and paper settings.

Table of contents:

‣ Preparing your printer
‣ Installing the Printer Driver
‣ Configure Printer in Windows or macOS
‣ Configure the Printer in ProSeries
‣ Troubleshooting

Preparing your printer

Connect the printer directly to your network router or switch using an Ethernet cable.

Follow your printer's instructions to connect it to your Wi-Fi network. This usually involves selecting the network and entering the password on the printer's control panel.

Ensure the printer is properly connected and has a valid IP address. You can usually find this information on the printer's network settings menu. Sometimes, you can print a network configuration page from the printer itself.

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Installing the Printer Driver

  • Visit your printer manufacturer's website and download the latest drivers for your specifc printer model and operating system.
  • Run the downloaded driver installer and follow the on-screen instructions. Select Network Printer or Add a Printer option during installation.

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Configure Printer in Windows or macOS

Windows:

  • Go to Settings > Bluetooth & devices > Printers & scanners.
  • Find your newly installed printer.
  • Right-click and select Printer Properties or Printing Preferences.

MacOS:

  • Go to System Preferences > Printers & Scanners.
  • Select your printer then Options & Supplies or Open Print Queue.

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Configure the Printer in ProSeries

  • Launch ProSeries.
  • Select File then Print to open the Print Center.
  • Select Printer, PDF and DMS Setup... to change which printer is selected.
  • You'll see the following fields:
    • Tax Forms Printer
    • Client Letters/Invoice/Client Checklist Printer
    • Client Presentation Printer
    • Labels Printer
  • Change the ones you'd like to your Network Printer by selecting Change... under the respective fields.
  • Choose your network printer from the list of available printers.

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Troubleshooting

  • If ProSeries can't find the printer, check the network connection. Make sure the printer is online and has a valid IP address. Restart your router and printer if necessary.
  • If you're having trouble printing, try reinstalling or updating the printer driver.
  • Double-check all the printer settings within ProSeries.
  • Ensure your firewall isn't blocking communication between ProSeries and the printer.

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Related help:

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