Skip to main content
vince-selectprop
Jan 20, 2022 4:17 PM UTC
Question

How do I add documents to My Accountant?

I am trying to add statement to share with my accountant on QBO. However, I don't see a hyperlink to allow me to select files to share and I also can't drag and drop them? What am I missing

1 reply

MirriamM
Jan 20, 2022 6:13 PM UTC

Good to see you in the Community forum, vince-selectprop.

 

I'm here to guide you in sharing a document with your accountant in QuickBooks Online (QBO).

 

To share the file with your accountant can utilize the Documents tab. From there, you can upload a document directly. 

 

To upload the file, here's how:

  1. On your QuickBooks Online Accountant account, select Clients from the sidebar menu.
  2. Select the appropriate client.
  3. Go to the Documents tab.
  4. Click the Upload button.
  5. Select the document you want to share, then click Open.

 

Once done, please have your accountant head to the Documents tab from the My Accountant menu to view and download the file.

 

For more information about adding documents to your accountant, see this article: How to use My Accountant page.

 

Please know you can continue to reach me here with any additional questions about sharing files with your accountant. Thanks for coming to the Community, wishing you continued success.

Terms & ConditionsAccessibility statement