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How to send  EasyACCT backup or data transfer files via email

by Intuit• Updated 1 month ago

If you need to send the client to  EasyACCTEasyACCTEasyACCT Support, see this article.

Data files created through a backup or EasyACCT Client Transfer process can be sent through file exchange.

These instructions include how to create a company backup file.

  1. Start from the Company Selection screen.
  2. Select the Back up Company icon from the toolbar above the Current Data Path.
  3. Select the company to back up.
  4. Select the Back up Company button by the Current Data Path.
  5. Select a destination for the backup file.
    • The recommended location is C:### where ### is the 3-digit company ID.
  6. A folder will appear in the backup location with the same name as the company ID.
    • In this folder the program creates two files:
      1. EZACT###.CMP (where ### is the 3-digit customer ID)
      2. EZCLSTRW.DIR
  7. Open a new email.
  8. Send the email using File Exhange.

Most File Exchange issues happen at sign-in. Sign in using your case number and the email address associated with that case — not another contact email on your account. Entering a different email is the most common cause of sign-in failures. Your support agent can send the File Exchange link to you through the case, which confirms the correct email and saves you from typing the URL.

The PIN is case-sensitive, so enter it exactly as provided.

  1. In the EBS program, make a Back Up of the company data before transferring.
  2. Open the company and select  EasyACCT Utilities then choose  EasyACCT Client Transfer.
  3. Select the option to Transfer To  EasyACCT Professional Series.
  4. Select a Data Path for the Transfer File, this is the location where the transfer file will be stored.
  5. Select Continue.
  6. Check the boxes for each item to transfer.
  7. Select Begin Transfer.
  8. At the prompt, Ready to begin transfer. Proceed? Answer Yes.
  9.  EasyACCT creates the file but does not send it.  Send the file as an email attachment or transfer using a flash drive or another device.
  1. The  EasyACCT Client Transfer process creates two files: EZTCD###.CMP and TCDATA.### (### refers to the company ID number).
  2. Open a new email.
  3. Once inside the body of the email, select Attachments and then Attach File (steps will vary based on the email program).
  4. Browse to the file to attach.
  5. Attach either EZTCD###.CMP or TCDATA.###, then repeat the steps to attach the remaining file.
    1. Once the attachments are included, finish the email by providing a complete description.
    2. Send email.
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