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Hi, @mepowers54.
Apologize for the confusion. Let me add some insight about the shared document feature. You'll want to refresh the Documents tab to sync the documents. Let me guide you how.
- Go to the Clients tab.
- Choose the client in question.
- Then, select the Documents tab.
- Click the Refresh icon. See the image below.
For more information about this feature, check out this guide: Use accountant tools and features in QuickBooks Online Accountant.
If you're still getting the same result, please contact our Customer Care Support so we can further investigate. Use this link to reach out: Contact QuickBooks Online Accountant and ProAdvisor Support.
Additionally, here's a link that'll guide in using QuickBooks Online Accountant. It has our general QuickBooks topics with articles: View all help with QuickBooks Online Accountant.
I'll be right here in case you need help with the shared documents or with QuickBooks. Take care and have a good one.