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Articles on:
Workspace and setup
Shared files, connected tools, and who on your team can see what.
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.
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Drive: share documents with your bookkeeper
A shared folder for the workspace. Upload statements, comment on a file, and see your receipts.
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Integrations: connect QuickBooks Online
Connect QuickBooks Online, import your books, and reconnect if Intuit expires the link.
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