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Absolutely! You can find the shared documents by following these steps:
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!
Can we also share a document with the client, such as financial reports? And how do we do this? I don't see an icon on the reports to put it on the Shared documents window. Thanks! :)
Hi there, @TC-Acctg.
You can share a document report to your client, but you need to export it first so that it can be uploaded to Shared Documents. Let me show you how:
Once done, go to the client's QuickBooks to upload the file.
I've attached an article about customizing a report to show specific information you want to share with your client: Customize a report. This also includes steps to save and send custom reports.
I'm just a post away if you have any other questions. Have a great weekend ahead.