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anltd
June 30, 2022
Question

Saving scanned docs without attaching to transactions

  • June 30, 2022
  • 2 replies
  • 0 views

I’m trying to find somewhere  in qbo to save a scanned doc for my accountant without a transaction to attach it to, for example, contracts, government notifications, t-slips issued to my company etc…I would rather have them access these docs through qbo than to have a huge file to try an email for year end or heaven forbit go in there and drop off a usb! Haha! 
Thanks! 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
June 30, 2022

Consider having a document management app to integrate with QBO.

T
Trish_T
June 30, 2022

Hi anltd,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online has the features you need to securely communicate with your accountant.  I'll be happy to provide more information so you can accomplish your QuickBooks goals in a timely fashion!

 

When your accountant sends a request for information or documents, you'll see it displayed in the My Accountant page and you can respond from there.  Here's how;

 

1. From the left menu, open My Accountant

2. Select the Requests tab

3. Add comments or securely upload documents in the Respond to request pane

4. When finished, hit Close

You're response is ready for your accountant to review.  Here's a helpful guide for future reference.

 

If you have any other questions, feel free to reach back out.  We'd love to help!

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