Business Data Transfer Accountant Tutorial
Adding a Client
Your first step is to add a new client
Click “Create New Client”
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 ”
Automatically sends client 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
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
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
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
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
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
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
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