Transcript BDT Business Tutorial Click on the BDT Business icon This is the main BDT Business interface.

BDT Business Tutorial
Click on the BDT Business icon
This is the main
BDT Business
interface
Tagging a File
The client needs to “tag”
the file(s) to be transferred
Click “Tag”
Click “Files”
Click “Auto Tag”
BDT automatically locates and displays
the QuickBooks file(s)
Put a check in the box next to the file(s) that need to be tagged
BDT automatically locates and displays
the QuickBooks file(s)
Click “Tag”
Click “OK”
The file remains
tagged until
removed
The file remains
tagged until
removed
On subsequent transfers the client
only needs to click the appropriate
send button
Setting the Automatic
Backup
Click “Backup”
Click “Automatic Backup Settings”
Pick the time
Pick the time
Pick the time
Pick the day(s)
Click “OK”
Sending a File
Select this button when
the accountant needs to
review the file
Select this button
when the accountant
needs to make
changes to and send
back the file
Select this button
when the accountant
needs to make
changes to and send
back the file
The client will be restricted
from accessing or making
changes to the file
For this tutorial we will send using
the “Send & Restrict” button
Click “Send & Restrict”
Click “OK”
The client cannot work on
the files displayed in the
Current Restricted Files
box until file is returned
Receiving a File
Click “Receive”
The file will be listed in the
Current Queued Files window
Click “Download”
Click “OK”
The received file overwrites
the old file and is returned
to its original location
The received file overwrites
the old file and is returned
to its original location
The client does not need
to restore the file
Thank you for using
Business Data Transfer Service