For business owners
A quick client look
Getting started · About 2 minutes
See how a client can send invoices and receipts into the shared workspace without lengthy email chains or paper drop-offs.
Open tutorialTutorial Centre
Practical help for every part of the workflow.
Find short videos and step-by-step guidance for sending documents, reviewing bookkeeping work, and understanding the complete FileFolders process.
Full system overview
Complete workflow walkthrough
Deep dive · About 7 minutes
Follow the workflow from shared intake through review, QuickBooks Online posting, document archiving, and later retrieval.
Open tutorialGrowing library
More guides will be added as features expand.
Tutorial pages can contain a video, written instructions, or both. Let us know if a visual or step by step walk through would be helpful.