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Using the "Transfer Tool"

Remote Accounting Solutions

RAS is the service dedicated to 'Making Data Transfer Easy'.  The Transfer Tool on your desktop enables you to transfer data to us quickly, securely, and simultaneously creates an offsite backup.

 

Basic Instructions

1. Close accounting program on all workstations
2. Open the Transfer Tool
3. Enter the Transfer Password
4. Click a Send or Retrieve button

What do these buttons do?

Send Review Data Button

Nothing changes on your computer.
This button will send a copy of your books to the accountant.

Automated Tasks when you click the Send Review Data button

- The data is compressed, encrypted, and transferred to the Firm

- Your data is copied to a backup folder on your computer

- An email notification is sent to the Firm that your data is ready for review

Send Working Data Button

This button restricts your data and your accounting program icon.
That means after the transfer is successful, you can not enter any data.
The accountants will make changes on their side.
You should use this button only when the accountant specifically tells you to.

Automated Tasks when you click the Send Working Data button

- The data is compressed, encrypted, and transferred to the Firm

- Your data is copied to a backup folder on your computer

- An email notification is sent to the Firm that your data is ready

- You are restricted from editing your accounting data while the data is in the possession of the Firm

- The accounting program icon is hidden to remind you that editing is restricted

Retrieve Working Data Button

Transfers the accounting data with the changes from the Firm and removes editing restrictions

Automated Tasks when you click the Retrieve Working Data button

- The data is transferred from the Firm, decompressed and decrypted

- The accounting program icon is restored to your desktop

How do I best utilize my RAS Transfer Tool?

Send Review Data regularly to help the Firm quickly review your data and to create an offsite backup. When it is time for the Firm to edit your data, you'll be requested to utilize the Send Working Data button.

How can I open files that are in the Transfer Folder?

Click My Data on the menu

Highlight the file you want to open

Click Open

How can I open files that are in the Storage Folder?

Click My Data on the menu

Highlight the file you want to open

Click Open

What folders does the Transfer Tool create?

Transfer: Where your working files are located

Backup: The Tool automatically makes back up copies of the data in the Transfer folder during each Send

Storage: You can place files here temporarily if there are files you do not wish to transfer

Archive: Here is where you can place copies of old data to keep them out of the way of your current working files

What if I need assistance?

Click Support on the menu

Click Open Ticket

A resolution will come promptly. When a Support Ticket is closed, you will receive an email with the resolution that was or needs to be performed. If you are having Internet connection issues, you can call the RAS Help Desk number at 1-888-RAS-FORU (888-727-3678).

     
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