How Do I Enable Client Access for Shared Documents In QuickBooks, Texas

Client Access Shared Documents in QuickBooks Online, One tool that makes it simple to upload, distribute, and access crucial files is QuickBooks Online's shared document functionality. You can save everything you need for your business in a safe, well-organised location with QuickBooks Online. Contracts, invoices, receipts, and other crucial papers should be uploaded into QuickBooks Online. Sharing these files with your clients is beneficial. The documents that have been exchanged and those that are still pending can also be tracked. The shared documents function helps you keep your financial information organised and optimise your productivity as an accountant and business owner. Although they have separate roles and levels of access, the customer and accountant both use the shared documents in QuickBooks Online.