Business Data Transfer Accountant Tutorial

1. Business Data Transfer Accountant Tutorial

2. Adding a Client

3. Your first step is to add a new client

4. Your first step is to add a new client Click “Create New Client”

5. Fill in the first six fields with the asterisks

6. Fill in the first six fields with the asterisks

7. Fill in the first six fields with the asterisks

8. Fill in the first six fields with the asterisks

9. Fill in the first six fields with the asterisks 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. Click “Create & Send Email” 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. The file(s) that are ready to be received will be listed in the Current Queued Files window 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. 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

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. 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

32. In this example the file was sent restricted

33. Click on the plus sign next to the Restricted folder In this example the file was sent restricted

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