File Manager

We have developed a cloud-based storage in our Bookkeeper360 App.

Our File Manager system is a 2-way street between you and your Bookkeeper360 team.

You can:

First navigate to the File Manager by clicking “Account Management” on the left-hand navigation bar, and click “File Manager” from the drop-down.

We have a few pre-built folders to help you keep organized with your files. You can utilize these pre-built folders, or create new ones to store your important files or documents. You can upload files directly from your desktop, drag and drop files, as well as upload multiple files.

2. Click “New File” from the dropdown menu.

3. From the pop-up that appears, you can click “Choose Files” to select files from your desktop.

You can also drag-and-drop files into the Upload files pop-up.

You can also choose multiple files to upload from your desktop, or with the drag-and-drop functionality.

On Windows, hold down 'Ctrl' and click each file. On Mac, hold down 'Command' and click each file.

To create a new folder, click “+New” on the top right of the File Manager, and click “New Folder” from the dropdown. Select a name for your new folder and click “Create”.

Our File Manager will then slot your new folder alphabetically into the Folders list.

You can rename any folders that you have created. The pre-built folders automatically included on your File Manager are unable to be edited/deleted.

To rename your file/folder, locate the item you would like to rename, and click the 3 dots under “Action”, and then click “Rename”:

You can delete any files or folders you have created/uploaded.

Follow the same same steps above for renaming the file/folder, but instead of clicking “Rename”, click “Delete”.

We have integrated our File Manager with Google Drive.

When your app is created, you will receive an email letting you know that you have access to the Shared Drive so you can collaborate with your team.

All files uploaded into the File Manager are mirrored into Google Drive, and vice versa, so you can work with the solution that suits you best.

You will need a GMail account in order to access the shared drive.

You can access the shared Drive by navigating here - you will see your company name on the list of Shared Drives, and can click into it to start uploading files for your Bookkeeper360 Team to see. You will see any files uploaded from your team in the shared space.

New client users must be added to the Bookkeeper360 App in order to see the shared Drive.

Sign into the Bookkeeper360 App, and click your name on the top right of the app, and click "Account Settings" from the dropdown.

Scroll all the way down the Account Settings page to see Client Team Members, click "Add" and enter their email and role to get them invited to the Bookkeeper360 App:

Once added, the user will receive an invitation email, and will also receive a notification that they have been added to the Shared Drive.

Please contact support@bookkeeper360.com if you have any questions or need assistance adding users and accessing the Google Drive.

Question 1: What is the file size limit for each upload?

Answer 1: You can upload up to 1 Gig at a time.

Question 2: What if I accidentally delete a file?

Answer 2: You can retrieve accidentally deleted files by clicking “Show all” on the top left of the File Manager, and select “Show recently deleted files”