Accessing Shared Documents
Here’s a quick step-by-step guide for accessing Shared Documents on QuickBooks Online.
Step 1: Sign in to your QuickBooks Online account.
Step 2: Click “My accountant”
Step 3: Make sure North Pacific Accounting is selected if you have multiple accountants
Step 4: Click “Shared documents”
Thats it! You will see the folder structure shared between our team and your company. If there are any open requests, you can find those on the “Requests” tab.
