Respond to Requests and Share Documents with your 1st Bookkeeping then Taxes Bookkeeper in QuickBooks Online

1. Navigate to qbo.intuit.com

2. Login to QuickBooks Online

3. In the menu on the left choose “My Accountant” 

4. There are 2 options:

   1. Requests

   2. Shared Documents

Requests

Please respond to these requests within 1-3 days. Answering these requests are essentials to your bookkeeping.

1. Receive Email Notification

2. Login to QBO

3. Navigate to ”My Accountant”

4. Choose “Requests”

   
   

Shared Documents

1. There will be a folder for each fiscal year.

2. Items within each year will vary from business to business. Your business may not have some of these accounts. 

3. Some folders listed in the photos within the attached document may not be necessary for your business.

   
   

Use the My Accountant page in QuickBooks Online

My Accountant.pdf

Download PDF • 505KB

If you are NOT using QuickBooks Online, you will receive an invitation to a folder specifically for your business in order for you to upload requested documents and information.