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mikeu
Jul 10, 2019 11:10 AM UTC
Question

No options showing to upload documents to "My Accountant"

Original commenter did not share additional details

6 replies

Rustler
Rustler
Jul 10, 2019 11:42 AM UTC

in QBO it is not done that way, you invite your accountant to log in as a user, then he can see your transactions and any attachments to those transactions

payment after leaving
Jul 10, 2019 12:54 PM UTC

Hi mikeu

 

What happens when you select My Accountant and select Shared documents is there an Upload option?

Jane F
Jun 4, 2022 10:34 PM UTC

I've had this same issue. In My Accountant > Shared Documents I get the screen (see attachment) that says "You don’t have any documents here yet" but there is no button that says upload. My accountant has one on their end, but I don't? Is this a technical issue that can be corrected by the user? 

JenoP
JenoP
Jun 4, 2022 11:58 PM UTC

I'd be glad to guide you through the steps on how to send a file to your accountant, Jane.

 

The Shared documents tab will show the list of files that you've sent to your accountant. The option to send a file will not show up unless a request is made by your accountant and the file is already uploaded. 

 

For you to upload documents for the first time, your accountant needs to send a request. Once done, follow these steps on how to upload the file: 

 

  1. Go to the Requests tab. 
  2. Click the request under the To do section and go to Documents in the right-hand corner.
  3. Select Documents.
  4. Look for the Upload button and select the file that you want to send to your accountant.

 

 

 

Once a file is uploaded, go back to the Shared documents tab and an Upload button should show up. 

 

 

 

Additional details about this feature are also discussed in these articles:

 


Tag me in your follow-up questions if you still need more details from us. I'll jump right back to help you again. 

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