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Online Document Center

The Online Document Center lets you access and manage your online documents without using QuickBooks.

Access your Online Document Center

  • You can access your online documents from any computer by signing in to Go online Intuit Workplace using your Intuit account information.

  • You can also access your online documents from within QuickBooks. Choose Company > Attached Documents > Online Document Center.
  • Documents only saved locally aren't accessible using the Online Document Center.

Manage users

Use the Online Document Center to manage user access to your online documents. See Attached Documents permissions for details about managing user access.

Documents listed in the Online Document Center

The Online Document Center lists all of your uploaded documents. The Unattached Inbox lists documents that are not attached to a QuickBooks record. Documents attached to a record are listed by the type of record they're attached to as well as in the All section. You must use QuickBooks to attach documents in your center to QuickBooks records.

Add or search for documents

Click the Add Documents button to upload new documents to your Online Document Center. Use QuickBooks to attach new documents to records in QuickBooks.

In the search field, enter search terms to find documents.

Share documents

You can share a single online document without having to make the recipient an Attached Documents user. Your recipient receives an email with a link to access the document with no need to sign in.

To share an online document:

  1. Choose Company > Attached Documents > Online Document Center.

  2. Move your mouse over the document to share.

  3. On the right, click the Actions drop-down arrow and select Share.

    Share a single document

  4. In the To field, enter the recipient's email address. Enter a subject and message if desired.

  5. Click the Send button.

  6. Click OK.

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