Manage documents from your Intuit Account
by Intuit•13• Updated 2 months ago
Learn how to manage documents uploaded from QuickBooks Online and TurboTax to your Intuit Account.
The Documents page of your Intuit Account lets those with admin access add, view, print, and download business or tax documents. The files you see in the Business section are pulled from QuickBooks Online, and the files you see in the Personal section are pulled from TurboTax. When you add documents like receipts and invoices to QuickBooks or tax forms to TurboTax, they’ll automatically appear in your Intuit Account. These documents remain available in the Intuit products they were originally uploaded.
Manage documents from your Intuit Account
- Sign in to the Intuit Account Manager.
- Select Documents.
Note: Your view depends on what Intuit products you use. If you have a QuickBooks account, you’ll see both Business and Personal sections. If you have a TurboTax account but are not a QuickBooks user, you’ll only see your personal tax documents. - For QuickBooks documents, files display from a single QuickBooks business. If you have multiple businesses associated with your Intuit Account, you can change your business view. To do this, select Change, choose your business from the list, then select View documents.
- To add a file to your documents, select Add documents, then select the file source: your current device, a mobile device, or cloud storage. Then select the files you want to add.
- Use the search bar and filters to find specific documents, or use the arrows at the top of the columns to sort your documents by name, document type, date added, or date modified.
- Select the Actions dropdown and choose one of the following options:
- View: Opens the document in a preview mode on your browser.
- Print: Allows you to print a document. To print multiple documents, select the check boxes next to the filenames, then select Print.
- Download: Downloads the file directly to your device. To download multiple documents, select the check boxes next to the filenames, then select Download.
Common questions about document management
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