bdt business tutorial. click on the bdt business icon
TRANSCRIPT
![Page 1: BDT Business Tutorial. Click on the BDT Business icon](https://reader031.vdocuments.net/reader031/viewer/2022012400/56649daf5503460f94a9d5c2/html5/thumbnails/1.jpg)
BDT Business Tutorial
![Page 2: BDT Business Tutorial. Click on the BDT Business icon](https://reader031.vdocuments.net/reader031/viewer/2022012400/56649daf5503460f94a9d5c2/html5/thumbnails/2.jpg)
![Page 3: BDT Business Tutorial. Click on the BDT Business icon](https://reader031.vdocuments.net/reader031/viewer/2022012400/56649daf5503460f94a9d5c2/html5/thumbnails/3.jpg)
Click on the BDT Business icon
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This is the main BDT Business
interface
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Tagging a File
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The client needs to “tag” the file(s) to be transferred
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Click “Tag”
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Click “Files”
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Click “Auto Tag”
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BDT automatically locates and displays the QuickBooks file(s)
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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
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Click “Tag”
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Click “OK”
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The file remains tagged until
removed
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The file remains tagged until
removed
On subsequent transfers the client only needs to click the appropriate
send button
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Setting the Automatic Backup
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Click “Backup”
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Click “Automatic Backup Settings”
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Pick the time
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Pick the time
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Pick the time
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Pick the day(s)
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Click “OK”
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Sending a File
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Select this button when the accountant needs to
review the file
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Select this button when the accountant
needs to make changes to and send
back the file
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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
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For this tutorial we will send using the “Send & Restrict” button
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Click “Send & Restrict”
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Click “OK”
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The client cannot work on the files displayed in the Current Restricted Files box until file is returned
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Receiving a File
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Click “Receive”
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The file will be listed in the Current Queued Files window
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Click “Download”
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Click “OK”
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The received file overwrites the old file and is returned
to its original location
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The received file overwrites the old file and is returned
to its original location
The client does not need to restore the file
![Page 62: BDT Business Tutorial. Click on the BDT Business icon](https://reader031.vdocuments.net/reader031/viewer/2022012400/56649daf5503460f94a9d5c2/html5/thumbnails/62.jpg)
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Thank you for usingBusiness Data Transfer Service