How To Access Shared Files 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”

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.

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