this is the issue I'm having as well.  so you mean my accountant has to send me a request first?

Thanks for joining this thread, @houscifair. Let me clarify things for you.

As mentioned above, you'll need to invite your to your QBO account so they'll have an access and do the necessary tasks.

If you invite your accountant and don't have a QBOA subscription, signing up is free and allows them access to your QBO company at no cost to you.

You can also check out this article to help manage an accountant user in QuickBooks Online: Invite an accountant to review your books.

Feel at ease to comment down below if you have other concerns about sharing files with your accountant. I'll be happy to help you.

In order to get that "Upload" button to appear on your end, your accountant that you already invited to be an accountant on your QuickBooks needs to upload a document first to share with you in order to get that upload button to appear.  As an accountant, I used to be able to just click in the documents area and my clients would see the upload button, but now the only way I can get my clients to see that button is to share a document with them first and then it appears on their end.

Heather, you are awesome.  Thank you soooooo much.

Fred

Hi Rubielyn, it's a bit more than that.  Heather V was able to assist me.  My accountant already has access to view my books but in order for me to use the document upload feature, my accountant must initiate a request first.  I can't do it from my end.  This is should be clearly stated on the document upload page and frankly is a hassle.  Please share with the development team.  Thanks for replying.

Fred

I agree. Years ago the client could initiate the sharing. Now the accountant bills time for setting this up by uploading a blank document. My cpa never shares docs, i just upload them as the client.