Our File Manager system is a 2-way street between you and your Bookkeeper360 team. You can upload files for our review, additionally, if you request any files/financial documents from our side, we can upload them in the Bookkeeper360 App so you can access them from anywhere at anytime.
To access the File Manager, click "Account Management" to view the drop down.
Click "File Manager" from the Account Management dropdown.
Click "New", and then select "New File" to upload files into the Bookkeeper360 App. Or click "New Folder" to create new folders to add your files to.
Written by Ciara MinionUpdated over a week ago