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Articles on:Workspace and setup
Shared files, connected tools, and who on your team can see what.

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  • Invite your accountant or a teammate, and what each role can see
    The four roles, why bank control is separate from admin, and why one client can never see another client's books.Few readers
  • Drive: share documents with your bookkeeper
    A shared folder for the workspace. Upload statements, comment on a file, and see your receipts.Few readers
  • Integrations: connect QuickBooks Online
    Connect QuickBooks Online, import your books, and reconnect if Intuit expires the link.Few readers

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