Data files created through a backup or EasyACCT Client Transfer process can be sent as email attachments.
How to send files from a backup
These instructions include how to create a company backup file.
- Start from the Company Selection screen.
- Select the Back up Company icon from the toolbar above the Current Data Path.
- Select the company to back up.
- Click the Back up Company button to the right of the Current Data Path.
- Select a destination for the backup file.
- The recommended location is C:### where ### is the 3-digit company ID.
- A folder will appear in the backup location with the same name as the company ID.
- In this folder the program creates two files:
- EZACT###.CMP (where ### is the 3-digit customer ID)
- EZCLSTRW.DIR
- In this folder the program creates two files:
- Open a new email.
- Once inside the body of the email, click Attachments and then Attach File (steps will vary based on the email program).
- Browse to the file to attach.
- If you backed it up to C:###, browse to that folder.
- Only attach the EZACT###.CMP file.
- Once the attachments are included, finish the email by providing a complete description in the body of the email.
- If emailing a data file to EasyACCT Support, include your case number, your Customer Account number, or telephone number so we can identify your account.
- Send the email.
How to send Client Transfer files
Step 1: Create the Client Transfer files
- In the EBS program, make a Back Up of the company data before transferring.
- Open the company and select EasyACCT Utilities then choose EasyACCT Client Transfer.
- Select the option to Transfer To EasyACCT Professional Series.
- Select a Data Path for the Transfer File, this is the location where the transfer file will be stored.
- Click Continue.
- Check the boxes for each item to transfer.
- Click Begin Transfer.
- At the prompt, Ready to begin transfer. Proceed? Answer Yes.
- 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.
Step 2: Attach the files to an email
- The EasyACCT Client Transfer process creates two files: EZTCD###.CMP and TCDATA.### (### refers to the company ID number).
- Open a new email.
- Once inside the body of the email, click Attachments and then Attach File (steps will vary based on the email program).
- Browse to the file to attach.
- Attach either EZTCD###.CMP or TCDATA.###, then repeat the steps to attach the remaining file.
- Once the attachments are included, finish the email by providing a complete description.
- Send email.