Tutorial Centre

For bookkeepers & accounting firms

A quick bookkeeper look

See how shared source documents become reviewable work, post to QuickBooks Online, and remain organized with their supporting files.

Bookkeeper workflow About 2 minutes Published May 2026

What this overview covers

This overview focuses on the working side of FileFolders: reviewing documents, preparing accounting entries, and keeping the source document connected with the work performed.

  • Working from a shared document intake area.
  • Reviewing AI-assisted drafts before posting.
  • Keeping posted transactions connected to organized supporting documents.