How can two Accounting firms share documents from us a client?

QuestionsCategory: Gear > Your Company > Manage UsersHow can two Accounting firms share documents from us a client?
Marty asked 5 months ago

We’ve two Accounting firms and we’re trying to share documents. Is there a setting somewhere to be sure both Accounting firms see all shared documents in QBOA?

admin Staff replied 5 months ago

Not really. In QBOA, there isn’t a way to view or share documents from two different Accountant users.

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