business data transfer accountant tutorial
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Business Data Transfer Accountant Tutorial. Adding a Client. Your first step is to add a new client. Your first step is to add a new client. Click “Create New Client”. Fill in the first six fields with the asterisks. Fill in the first six fields with the asterisks. - PowerPoint PPT PresentationTRANSCRIPT
Business Data Transfer Accountant Tutorial
Adding a Client
Your first step is to add a new client
Your first step is to add a new client
Click “Create New Client”
Fill in the first six fields with the asterisks
Fill in the first six fields with the asterisks
Fill in the first six fields with the asterisks
Fill in the first six fields with the asterisks
Fill in the first six fields with the asterisks
Once you’ve filled in the client’s information scroll
to the bottom
Fill in the first six fields with the asterisks
Once you’ve filled in the client’s information scroll
to the bottom
Fill in the first six fields with the asterisks
Once you’ve filled in the client’s information scroll
to the bottom
Click “Create & Send Email”
Click “Create & Send Email”
Automatically sends client email with ID, password, and download link
You are now at the Management Page
Here you will see your clients listed along with
their ID
Here you will see your clients listed along with
their ID and password
Receiving a File
Always close QuickBooks before sending or receiving
Click “Receive”
The file(s) that are ready to be received will be listed in the Current Queued Files window
The file(s) that are ready to be received will be listed in the Current Queued Files window
Click “Download”
Locating the File
Click on the plus sign next to the
client
Unrestricted Folder - if a client sends a file and does NOT restrict themselves from
inputting new data, the file is downloaded into the unrestricted folder
Unrestricted Folder - if a client sends a file and does NOT restrict themselves from
inputting new data, the file is downloaded into the unrestricted folder
Do not return a file in the unrestricted folder as it will
overwrite the client’s current file and they will lose any new input
Restricted Folder - if a client sends a file and restricts
themselves from inputting new data, the file is downloaded into
the restricted folder
Restricted Folder - if a client sends a file and restricts
themselves from inputting new data, the file is downloaded into
the restricted folder
When you return the file it will overwrite the client’s current
QuickBooks file
Only return files from the restricted folder
In this example the file was sent restricted
In this example the file was sent restricted
Click on the plus sign next to the Restricted folder
Right click on the file
Left click on “Open Location”
The folder that appears will contain the file that
you downloaded
Returning the File
Always close QuickBooks before sending or receiving
Right click on the file
Left click on “Send to Client”
Click “Yes”
Client Backups
If your clients are backing up their QuickBooks you can view their backup files at any time
If your clients are backing up their QuickBooks you can view their backup files at any time
Click on the plus sign next to the
client
Click on the plus sign next to “Client
Backup(s)”
Here you can see exactly at what time your client
last backed up their QuickBooks file
Right click on the backup file you want to review
Left click on “View”
The folder that appears will contain the backup file for
you to view
Contacting Technical Support
Click “Help”
Click “Support Request”
Enter a subject and issue in the boxes
Enter a subject and issue in the boxes
Enter a subject and issue in the boxes
Click “Send”
Click “OK”
Our Technical Support team will give you a call in response to entering a Support Request from
9-5 EST Monday - Friday
Thank you for usingBusiness Data Transfer Service