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Business Data Transfer Accountant Tutorial

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.

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Business Data Transfer Accountant Tutorial

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  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

  17. Receiving a File

  18. Always close QuickBooks before sending or receiving

  19. Click “Receive”

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

  21. The file(s) that are ready to be received will be listed in the Current Queued Files window Click “Download”

  22. Locating the File

  23. Click on the plus sign next to the client

  24. 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

  25. 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

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

  27. 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

  28. In this example the file was sent restricted

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

  30. Right click on the file

  31. Left click on “Open Location”

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

  33. Returning the File

  34. Always close QuickBooks before sending or receiving

  35. Right click on the file

  36. Left click on “Send to Client”

  37. Click “Yes”

  38. Client Backups

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