How To Access Shared Documents on QuickBooks Online

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”

QuickBooks Online "My Account" screenshot

Step 3: Make sure North Pacific Accounting is selected if you have multiple accountants

QuickBooks Online "Pay Bills" screenshot

Step 4: Click “Shared documents”

QuickBooks Online "Shared Documents" screenshot

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.

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