Question

Accountant Shared Documents - how do I create a folder? Thank you

Forum|Forum|1 year ago
August 2, 2024
2 replies
3 views

No text available

QuickBooks Online

Level 10

Hi lynn-platohire-c Thanks for reaching out to us here on the Community. To be able to create a folder you would select/click the client's name, rather than the QB symbol, on your client list > shared documents > create folder > enter a name > create. You'll then be able to upload documents to the folder by selecting the documents link on the folder name. This can also be done within the client account > My accountant > shared documents > create folder > enter a name > create. You'll then be able to upload documents to the folder by selecting the documents link on the folder name.

L

lynn-platohire-cAuthor

Thank you for your response. I can't find "create folder". So I'm in my accountant --> shared documents, where do I find "create folder". Thank you

L

lin_jcaj

Level 9

It's good to have you back, Lynn. I'll provide additional steps to ensure you can create a folder successfully.

Here's how:

From the Manage folders dropdown, select Create folder.
In the popup, enter the desired folder name and click Create.
To create a sub-folder within an existing folder, choose the folder and click Create Folder under Manage folders. Enter the name of the folder and then click on Create.
Select the options from the Add documents drop-down to upload a new document into the newly created folder.
To move an existing document to the new folder, navigate to the Documents header to select the items to move.

For more details, refer to this article: Using shared documents in QuickBooks Online Accountant.

You can always get back to the Community space if there's anything else you need to know about creating folders or other related tasks. I'm here to help at any time.

J

JaymeV

I'm also trying to figure this out. I don't see a dropdown for creating or managing folders. I only have an "Add Documents" dropdown. I need to create monthly folders for my accountant.

J

James_AL

Thank you for joining the thread, JaymeV.

I will be your guide in creating a monthly folder for your accountant.

Firstly, please know that we can only see the + Create folder option when making batch actions to the shared documents.

To make a batch action, start by selecting the correct items. You can use the checkbox in the Documents tab to select multiple or all folders. After choosing the items needed, go to the Move window then select Parent Folders to display sub-folders.

Once done, items can now be moved to an existing folder, or you can select + Create Folder to create a new folder. Select the new folder and click Move to transfer the item to that folder.

As a workaround, I suggest contacting your accountant to create the folder, and then follow the steps mentioned by the previous representative @GlinethC.

If you still can't see the + Create option, I suggest performing a browser troubleshooting. You can start by opening your account through a private browser. If everything works fine, clear its cache so the system can start fresh. If the problem continues, please contact support for further investigation.

If you want more details about this process, please refer to this article: Using shared documents in QuickBooks Online Accountant.

Additionally, we want to highlight these resources that can assist with your bank transactions in QBO to ensure thorough financial management:

You're always welcome to add comments if you require additional assistance in creating a folder for your accountant. I’ll be here to help.

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