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D
deanna-knight
March 16, 2020
Question

How does one put documents in 'Shared documents' when there is no upload button and drag and drop doesn't seem to work?

  • March 16, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

J
JamesM
March 16, 2020

Hi there, 

 

Glad to hear from you again. It's great to have accountant users like yourself reach out to the Community. I'll be happy to show you how to upload documents in the "Shared Documents" section. 

 

You can share a document report to your client, but you need to export it first so that it can be uploaded to Shared Documents. Let me show you how:

  1. On the left pane, go to Reports.
  2. Select the financial report you want to export.
  3. At the top of the report, select the Export icon. Then select Export to Excel or Export to PDF.
  4. Save the file where you can easily find, like your Downloads folder or your desktop.

Once done you've done this, go to the client's QuickBooks to upload the file.

  1. On the left panel, click My Accountant.
  2. Click the Shared documents tab.
  3. Select Upload.
  4. Find and click the document to open.

I've attached an article about customizing a report to show specific information you want to share with your client: Customize reports in QuickBooks Online .This also includes steps to save and send custom reports.

 

Give this a try and if you need further assistance, I recommend contacting our support team using this link.

P
petranon
September 13, 2022

Do you guys not read???

How are users supposed to "Select Upload", when there's no upload button???!!

A
Alex M
September 13, 2022

Hi there petranon,

 

It's vital that all your info is correctly entered so that your books can be well balanced. QuickBooks Online is a great tool able to help you give access to your books to your accountant so that they can make sure everything is in order. I can point you in the right direction for assistance with sharing documents.

 

One possible cause for missing buttons in QuickBooks Online would be browsing data. These temporary files can accumulate and affect your navigation in any cloud-based software like QuickBooks Online. Here are some steps to resolve issues caused by browsing data:

 

If the error still persists, I recommend reaching out to the QuickBooks Online support team outside of the Community. They'll be able to view the error with you in a secure setting in order to assist in getting the required attachments to your accountant or clients as well as notify our engineers if necessary. You can reach them using these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

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