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BL1998
January 26, 2022
Question

My Accountant page QB online

  • January 26, 2022
  • 1 reply
  • 0 views

I can't share or upload file with My Accountant page.
It shows "You don’t have any documents here yet. Add some files to get started."
However, there is no link for upload and no Action column.

Also my accountant who is activated can't look into any file of my company.
I use QuickBooks Essential and windows 10.

Please advise.

1 reply

K
Kurt_M
January 26, 2022

Thanks for dropping by here in the Community, @BL1998. Allow me to share some insights about your query.

 

One possible reason why you're unable to upload any documents on the Accountant page is that your accountant did not send you a request for any files or information.

 

When your accountant sends you a document or information request, the request appears on your My Accountant page, where you can view and respond to it.

 

You can refer this article for more information about how to use the My Accountant page in QuickBooks Online.

 

Additionally, I’ll be leaving this article about the list of acceptable file types in QuickBooks Online.

 

If the issue persists even after your accountant processed the request, I suggest we perform a browser troubleshooting.

 

To perform, follow these steps:

 

  1. Restart your browser.
  2. Use other browser like Incognito.
  3. Clear your browser’s cache and browsing history.

 

Keep me posted on how it goes. I want to ensure that this gets sorted out for you. I’ll keep an eye on your response. Keep safe!

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