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BDT Business Tutorial

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).

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BDT Business Tutorial

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  1. BDT Business Tutorial

  2. Click on the BDT Business icon

  3. This is the main BDT Business interface

  4. Tagging a File

  5. The client needs to “tag” the file(s) to be transferred

  6. Click “Tag”

  7. Click “Files”

  8. Click “Auto Tag”

  9. BDT automatically locates and displays the QuickBooks file(s)

  10. 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)

  11. Click “Tag”

  12. Click “OK”

  13. The file remains tagged until removed

  14. The file remains tagged until removed On subsequent transfers the client only needs to click the appropriate send button

  15. Setting the Automatic Backup

  16. Click “Backup”

  17. Click “Automatic Backup Settings”

  18. Pick the time

  19. Pick the time

  20. Pick the time

  21. Pick the day(s)

  22. Click “OK”

  23. Sending a File

  24. Select this button when the accountant needs to review the file

  25. Select this button when the accountant needs to make changes to and send back the file

  26. 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

  27. For this tutorial we will send using the “Send & Restrict” button

  28. Click “Send & Restrict”

  29. Click “OK”

  30. The client cannot work on the files displayed in the Current Restricted Files box until file is returned

  31. Receiving a File

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