The QuickBooks Roadshow 2024 | 15 Cities 
Contact us
Need help choosing a plan?
Created with Sketch. 1800 618 521 Schedule a call
Need help?
We're here for you.
Schedule call
Created with Sketch.
QUICKBOOKS ONLINE ACCOUNTANT

DOCUMENT STORAGE IN QUICKBOOKS ONLINE ACCOUNTANT | GET STARTED TUTORIAL

Managing Client Documents

QuickBooks Online Accountant firms and their QuickBooks Online clients can send and receive documents to and from one another with just a few clicks.
The features of shared documents include:
  • Request clients to upload specific documents
  • Upload your own documents
  • Move and/or delete multiple documents

accountant working on laptop

Request clients to upload documents

Send a request by selecting Create client request in the Work Tab. Uploaded documents will appear in the Shared Documents tab. More details can be seen in View request in the Actions column of the Shared Documents tab.

client request to upload documents in QuickBooks Online Accountant

Upload Shared Documents

To upload shared documents, select the relevant client from the left-side menu, and you can upload your document in the Documents tab. You can also set the document types, add contextual notes, and comments to keep the documents organised.

Note: Once posted, notes and comments cannot be edited or deleted.


 how to upload shared documents in QuickBooks Online Accountant

Related Resources/Articles

Image Alt Text
How to

Using shared documents in QuickBooks Online Accountant

Manage shared documents easily.

Image Alt Text
How to

Manage and track your work in QBOA’s work tab

Learn how to manage and track work.

Image Alt Text
How to

How to prepare a BAS with Books Review

A step-by-step guide to Books Review.

Need more help?

Image Alt Text

Advisor resource hub

All you need to get started with the QuickBooks Suite.

Image Alt Text

Visit our support site

Search thousands of help articles on our support site.

Image Alt Text

Use the help button

Use the help button from any page within QuickBooks Online to search articles or connect with an expert.

Image Alt Text

Ask the community

Get help and links to useful resources from other small businesses using QuickBooks.