{"id":8357,"date":"2026-01-08T16:03:20","date_gmt":"2026-01-08T16:03:20","guid":{"rendered":"https:\/\/qxaccounting.com\/usa\/?page_id=8357"},"modified":"2026-01-08T16:06:38","modified_gmt":"2026-01-08T16:06:38","slug":"annex-setup-system-requirements-and-setup","status":"publish","type":"page","link":"https:\/\/qxaccounting.com\/usa\/product\/qx-robo1040\/setup","title":{"rendered":"ANNEX SETUP: SYSTEM REQUIREMENTS AND SETUP"},"content":{"rendered":"
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1. ROBO1040: Software Requirements<\/h3>\n

1) ROBO1040<\/strong>: Web based solution
\n2) Lacerte<\/strong>: Software Requirements
\n3) ProSeries<\/strong>: Software Requirements
\n4) ProConnect<\/strong>: Software Requirements
\n5) GoRS<\/strong>: Software Requirements
\n6) Drake<\/strong>: Software Requirements<\/p>\n<\/div>\r\n\r\n\r\n<\/div>\r\n<\/section>\n\n

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  1. ROBO1040: Software Requirements
      \r\n
    1. \r\n \t
      1.1<\/div>\r\n\t\t\t\t\t\t\t
      ROBO1040:<\/strong> Web based solution\r\n

      \u2022  IP Whitelisting<\/strong> need to be done for ROBO1040 Web URL. <\/p>\r\n

      \u2022  Need to provide permission to access, upload, and download documents \r\n from your RDP system to the ROBO 1040 portal.<\/p>\r\n\r\n<\/div> \t\t\t\t\t\t\t\t\t\t\t<\/li>\r\n\t\t\t\t\t\t\t\t\t\t\t

    2. \r\n \t
      1.2<\/div>\r\n\t\t\t\t\t\t\t
      Lacerte:<\/strong> Software Requirements\r\n\r\n

      1)\tDownload and install, .NETCore<\/strong> with minimum version of 6 or higher.\r\nLink – https:\/\/aka.ms\/dotnet-coreapplaunch?missing_runtime=true&arch=x64&rid=win10-x64&apphost_version=6.0.24 2. \r\n<\/p>\r\n

      2)\tInstall Lacerte SDK for 2023 version \r\nDownload and install the relevant Lacerte SDK file based on your system configuration
      \r\nLink<\/strong> – https:\/\/developer.intuit.com\/app\/developer\/lacerte-sdk\/docs\/lacerte-get-started\r\n<\/p>\r\n

      3)\tODBC connector configuration<\/p>\r\n

        \r\n
      • \u2022 \tTo configure the Lacerte bases system version \u2013 32 bit OR 64 bits.<\/li>\r\n
      • \u2022 \tSearch ODBC<\/strong> in the start menu and configure the System DNS<\/strong> as below.<\/li>\r\n
      • \u2022 \tClick on the first-row value, then click on the Configure<\/strong> button. \r\n
        • o   Updated Tax Year as per Tax Software release year. <\/li>\r\n
        • o  Data Directory<\/strong> path will be auto-fetched as per SDK installation path on system.<\/li><\/ul>\r\n\"\"\r\n
        • <\/ul>\r\n

          4)\tDownload and install the Lacerte EXE file from ROBO1040 web portal.<\/p>\r\n\r\n\r\n<\/div> \t\t\t\t\t\t\t\t\t\t\t<\/li>\r\n\t\t\t\t\t\t\t\t\t\t\t

        • \r\n \t
          1.3<\/div>\r\n\t\t\t\t\t\t\t
          ProSeries:<\/strong> Software Requirements\r\n\r\n

          1)\tInstall Tesseract OCR dependencies <\/p>\r\n

          2)\tDownload and install the ProSeries EXE file from ROBO1040 web portal.<\/p>\r\n\r\n<\/div> \t\t\t\t\t\t\t\t\t\t\t<\/li>\r\n\t\t\t\t\t\t\t\t\t\t\t

        • \r\n \t
          1.4<\/div>\r\n\t\t\t\t\t\t\t
          ProConnect:<\/strong> Software Requirements\r\n\r\n

          1)\tDownload and install the ProConnect EXE file from ROBO1040 web portal.<\/p>\r\n\r\n\r\n

          2)\tFrom the EXE folder, file name – \u2018Config.ini\u2019<\/strong>. Open it & update the field – Username and Password with your ROBO1040 login credentials. Also update the UserDir path with the path of Chrome driver on your system.<\/p>\r\n

          3)\tChrome drivers need to be installed & updated.<\/p>\r\n<\/div> \t\t\t\t\t\t\t\t\t\t\t<\/li>\r\n\t\t\t\t\t\t\t\t\t\t\t

        • \r\n \t
          1.5<\/div>\r\n\t\t\t\t\t\t\t
          GoRS:<\/strong> Software Requirements\r\n\r\n

          1)\tNeeds to provide API keys of their Account to connect with GoSystem RS.<\/p><\/div> \t\t\t\t\t\t\t\t\t\t\t<\/li>\r\n\t\t\t\t\t\t\t\t\t\t\t

        • \r\n \t
          1.6<\/div>\r\n\t\t\t\t\t\t\t
          Drake: <\/strong>Software Requirements\r\n\r\n

          1)\tDownload and install the Drake EXE file from ROBO1040 web portal.<\/p>\r\n<\/div> \t\t\t\t\t\t\t\t\t\t\t<\/li>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t <\/ol>\r\n\t\t\t\t\t\t\t\t\t\t \t<\/li>\r\n\t\t\t\t\t\t\t\r\n\t\t\t<\/ol>\r\n\t\t\r\n\t\t\t<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"footnotes":""},"class_list":["post-8357","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/pages\/8357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/comments?post=8357"}],"version-history":[{"count":0,"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/pages\/8357\/revisions"}],"wp:attachment":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/media?parent=8357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}