Document Management Tools For Accountants

Document Management Tools For Accountants

In the new episode of QB PowerHour, Michelle Long and Hector Garcia break down Document Management in QuickBooks® Online Accountant and HubDoc, offer some valuable technical tips in QuickBooks Desktop with Attached Documents, cover some of the nuances with Accountant’s Copy vs. working with a portable file, and discuss sending Journal Entries as a form of collaborating with your clients’ books.