QuickBooksHelpIntuit
Prep for Taxes Document Manager
by Intuit• Updated 7 months ago
QuickBooks Online Accountant includes a new tab and feature named "Documents". The Documents tab is a convenient access point that allows accountants and bookkeepers to streamline their workflow.
Accounting professionals now have an unlimited cloud-based file storage option which can house the entire range of client engagement. Accountants can use this section to collect, store, and collaborate with firm members on important documents that lead up to the clients’ financial year end.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Upload employee documents to QuickBooks Payrollby QuickBooks•Updated June 13, 2024
- Using shared documents in QuickBooks Online Accountantby QuickBooks•3•Updated December 08, 2023
- Use the My Accountant page in QuickBooks Onlineby QuickBooks•21•Updated May 29, 2024
- Introducing Prep for taxesby QuickBooks•1•Updated January 29, 2024