1. Business Data Transfer Accountant Tutorial

2. Adding a Client

3. Your first step is to add a new client

4. Click “Create New Client”

5. Fill in the first six fields with the asterisks

9. Once you’ve filled in the client’s information scroll to the bottom

10. Fill in the first six fields with the asterisks Once you’ve filled in the client’s information scroll to the bottom

11. Fill in the first six fields with the asterisks Once you’ve filled in the client’s information scroll to the bottom

12. Click “Create & Send Email”

13. Automatically sends client email with ID, password, and download link

14. You are now at the Management Page

15. Here you will see your clients listed along with their ID

16. Here you will see your clients listed along with their ID and password

18. Receiving a File

20. Always close QuickBooks before sending or receiving

21. Click “Receive”

22. The file(s) that are ready to be received will be listed in the Current Queued Files window

23. Click “Download”

26. Locating the File

27. Click on the plus sign next to the client

28. 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

29. 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

30. Restricted Folder - if a client sends a file and restricts themselves from inputting new data, the file is downloaded into the restricted folder

31. When you return the file it will overwrite the client’s current QuickBooks file Only return files from the restricted folder

32. In this example the file was sent restricted

33. Click on the plus sign next to the Restricted folder

34. Right click on the file

37. Left click on “Open Location”

38. The folder that appears will contain the file that you downloaded

39. Returning the File

40. Always close QuickBooks before sending or receiving

41. Right click on the file

45. Left click on “Send to Client”

47. Click “Yes”

50. Client Backups

51. If your clients are backing up their QuickBooks you can view their backup files at any time

52. Click on the plus sign next to the client

53. Click on the plus sign next to “Client Backup(s)”

54. Here you can see exactly at what time your client last backed up their QuickBooks file

55. Right click on the backup file you want to review

57. Left click on “View”

61. The folder that appears will contain the backup file for you to view

62. Contacting Technical Support

63. Click “Help”

66. Click “Support Request”

67. Enter a subject and issue in the boxes

70. Click “Send”

72. Click “OK”

73. Our Technical Support team will give you a call in response to entering a Support Request from 9-5 EST Monday - Friday

74. Thank you for using Business Data Transfer Service