Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
JoesemM
Moderator

Reply to message

Locating the folder that your client send you is my priority, @BeccaL. I'll guide you to support that can find the file through screen share.

 

Contacting our Customer Support Team is the best way to find the documents that your client has been uploading. They have tools like screen sharing to help you see and open the folder.

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Select Contact Support Team.
  4. Type again Talk to a human and click Contact Support Team.
  5. Choose a way to connect with us.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

 

I'll share some articles for tracking your clients books and tasks in QuickBooks:

 

 

Let me know if you're able to see the files and documents. You can also tag me in your follow-up questions if you still need more details from us. I'll jump right back to help you again. 

Need to get in touch?

Contact us