Final answer:
In the shared documents tab of QuickBooks Online, clients can upload, view, and organize documents, as well as delete them if necessary, to maintain an organized record-keeping system.
Step-by-step explanation:
In QuickBooks Online, clients can perform several actions in the shared documents tab. This feature allows clients to upload and share documents with their accountant or other users with access to their QuickBooks Online account. Clients can upload files such as receipts, invoices, and other relevant financial documents to help maintain accurate records and support business transactions.
Specifically, clients can do the following in the shared documents tab:
- Upload documents for record-keeping and sharing purposes
- View and download documents that have been shared with them
- Organize documents into folders for better file management
- Delete documents that are no longer necessary or relevant
All these actions help maintain transparency, collaboration, and organization in financial record-keeping.