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Let your accountant upload documents

Create an upload-only link so a bookkeeper or partner can send you invoices and contracts without a QuietBill account.

An accountant upload link lets someone outside your team drop invoices and contracts into your workspace. They do not need an account, and the link cannot be used to see anything.

Upload links are available on the Team and Business plans and during the trial. Only owners and admins can create or revoke them.

  1. Open Settings > Integrations.
  2. In Accountant upload links, enter a Label if you like, for example “Jane the bookkeeper”. The label helps you tell links apart later.
  3. Click Create link.
  4. Click Copy link and send it to the person.

Each link stays valid for 30 days. The list shows how many uploads came in through each link, the date of the last one and when it expires.

What the person sees

The link opens a page that names your workspace and has a single drop area. They can drag in PDFs, photos or screenshots, or paste a screenshot. Each file shows Uploaded when it has been received. The page says plainly that the link only allows uploading.

Documents uploaded this way are read like your own uploads and appear in your workspace. They count toward your plan’s daily document limit.

  1. Open Settings > Integrations.
  2. Next to the link, click Revoke and confirm.

The link stops working straight away. Documents already received stay in your workspace.

A link stops working when:

  • it reaches its expiry date,
  • you revoke it,
  • the team member who created it is removed from the workspace,
  • the workspace moves to a plan without upload links (Starter), or
  • the workspace becomes read-only after a trial or plan ends.

The person then sees “This upload link is invalid, expired, or has been revoked.” For an expired or revoked link, create a new one and send it. After a downgrade or while the workspace is read-only, existing links work again once the workspace is back on Team or Business, as long as they have not expired.

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