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December 23, 2021
Question

How do I make shared documents uploaded to Live Bookkeeping available to my Accountant?

  • December 23, 2021
  • 1 reply
  • 0 views
The whole year of documents was uploaded into the Live Bookkeeping Shared Documents but my Accountant can't see them. How do I make these documents visible to my Accountant?

1 reply

Tori B
December 23, 2021

Hi there, @usersharrygroup

 

Thanks for taking the time to reach out to the Community for support. I hope you're enjoying the day so far. 

 

You'll want to make sure you and your accountant use the Shared documents tab to manage the files you've shared with one another. Since your accountant doesn't see the uploaded documents, let's go over some steps to upload them and how your accountant can view them. This way, we can ensure we aren't missing any steps. 

 

How to upload: 

 

  1. On the left panel, click My Accountant.
  2. Click the Shared documents tab.
  3. Select Upload.

For accountant to view: 

 

  1. Select the client's name from the Go to client's QuickBooks drop-down list.
  2. On the left panel, click My Accountant.
  3. Click the Shared documents tab.
  4. Find and click the document to open.

 

Check out How to use the My Accountant page for further details about sharing and viewing documents.

 

Please let me know if your accountant still has issues viewing your documents. Take care, and have a wonderful, safe day ahead!