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I got a message "shared a document" for a document I requested from my client...I cannot see, can someone direct me to area where I can find it?

 
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QuickBooks Team

Re: I got a message "shared a document" for a document I requested from my client...I cannot see,...

Hi Debi, 

 

Absolutely! You can find the shared documents by following these steps:

  1. Select the client's name from the Go to client's QuickBooks drop-down list.
  2. On the left panel, click My Accountant.
  3. Click the Shared documents tab.
  4. Find and click the document to open.

I've added a sample screenshot for your reference.

 

Please let me know if there's anything else you need help with QuickBooks. Have a great day!