1. BDT Business Tutorial

3. Click on the BDT Business icon

4. This is the main BDT Business interface

5. Tagging a File

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

8. Click “Tag”

10. Click “Files”

12. Click “Auto Tag”

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

15. 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)

17. Click “Tag”

19. Click “OK”

20. The file remains tagged until removed

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

23. Setting the Automatic Backup

25. Click “Backup”

27. Click “Automatic Backup Settings”

29. Pick the time

30. Pick the time

31. Pick the time

33. Pick the day(s)

35. Click “OK”

37. Sending a File

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

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

40. 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

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

42. Click “Send & Restrict”

47. Click “OK”

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

50. Receiving a File