Documents in QuickBooks Online Advanced Payroll

To access the settings for documents:

  1. Go to Payroll SettingsDocuments.
  2. Select Upload Documents.
  3. Select Add document and select the document you wish to upload.
  4. Select This document is private if you only want full access users to see the document.
  5. Click Save.

Any files you add will be visible under the following headings:

  • Name (of the file)
  • Added (when the file was added)
  • Visible to Employee Groups - this field lets you set documents visible to
  • All Employees,
  • One or more employees
  • One or more employee groups
  • No employees (business level access only)
  • Visible to location