Hi there, bellsworth1. Let's try some steps so you can upload your file. If you're not seeing the Upload a document link at all, you will have to ask your accountant to create a request. Though, if you're getting an error when uploading documents, please log in to QuickBooks Online using a different browser. You can use any of these browsers: ChromeSafariFirefoxMicrosoft EdgeInternet Explorer 10 or higherAlternatively, you can clear cache or delete your temporary internet files. QuicBoks Online may not work properly if your browser is holding too much data from previous browsing sessions. Let me share this article on how to do that: How Do I Clear My Browser Cache And Temporary Internet Files? Let me know if you have follow-up questions.

Question

Uploading documents through my accountant/shared documents not working.

Forum|Forum|7 years ago
December 22, 2018
1 reply
14 views

No text available

QuickBooks Online

JenoP

QuickBooks Team

Hi there, bellsworth1.

Let's try some steps so you can upload your file. If you're not seeing the Upload a document link at all, you will have to ask your accountant to create a request.

Though, if you're getting an error when uploading documents, please log in to QuickBooks Online using a different browser. You can use any of these browsers:

Chrome
Safari
Firefox
Microsoft Edge
Internet Explorer 10 or higher

Alternatively, you can clear cache or delete your temporary internet files. QuicBoks Online may not work properly if your browser is holding too much data from previous browsing sessions. Let me share this article on how to do that: How Do I Clear My Browser Cache And Temporary Internet Files?

Let me know if you have follow-up questions.

O

OmniExecutiveManager

Hello,

Changing browsers did not help me. I am still not able to upload any docs or even see the previous documents I have loaded nor is my accountant ABLE TO UPLOAD OR SEE ANY PREVIOUS DOCS UPLOADED?

Tori B

QuickBooks Team

Hello, @OmniExecutiveManager.

Thanks for reaching out to the Community for support.

To clarify, are you receiving any error messages when trying to upload or view them? You'll want to make sure the attachments meet the specific requirements. Here are the file types you can attach in customer and vendor profiles, as well as their transactions:

PDF
JPEG
PNG
DOC
XLSX
CSV
TIFF
GIF
XML

If you're using the correct file type when trying to upload them, I recommend contacting our Technical Support Team. This way, an agent can review your account in a secure environment and investigate this matter further for its odd behavior.

You can use the link I've included below to connect with an agent.

QuickBooks Online Support

Alternatively, we can try uploading the attachments a different way for now. Here's how:

Go to the Gear icon.
Click on Lists under the Lists column.
Tap the clip icon or Attachment. Then, select the file you want to upload to QuickBooks.

Once done, put a checkmark on the attachment you've uploaded. Then, hit the Batch actions drop-down arrow and choose the Create invoice or Create expense.

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care!

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