No options showing to upload documents to "My Accountant"

Forum|Forum|7 years ago
July 10, 2019
2 replies
9 views

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QuickBooks Online

Rustler

Level 15

in QBO it is not done that way, you invite your accountant to log in as a user, then he can see your transactions and any attachments to those transactions

payment after leaving

Level 10

Hi mikeu

What happens when you select My Accountant and select Shared documents is there an Upload option?

Jane F

I've had this same issue. In My Accountant > Shared Documents I get the screen (see attachment) that says "You don’t have any documents here yet" but there is no button that says upload. My accountant has one on their end, but I don't? Is this a technical issue that can be corrected by the user?

JenoP

QuickBooks Team

I'd be glad to guide you through the steps on how to send a file to your accountant, Jane.

The Shared documents tab will show the list of files that you've sent to your accountant. The option to send a file will not show up unless a request is made by your accountant and the file is already uploaded.

For you to upload documents for the first time, your accountant needs to send a request. Once done, follow these steps on how to upload the file:

Go to the Requests tab.
Click the request under the To do section and go to Documents in the right-hand corner.
Select Documents.
Look for the Upload button and select the file that you want to send to your accountant.

Once a file is uploaded, go back to the Shared documents tab and an Upload button should show up.

Additional details about this feature are also discussed in these articles:

Tag me in your follow-up questions if you still need more details from us. I'll jump right back to help you again.

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