business data transfer accountant tutorial. adding a client

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

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