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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)
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
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 usingBusiness Data Transfer Service
