Go to the QuickBooks Attachments page: Gear > Attachments. Uploading attachments on the Attachments page You can upload and link attachments while you’re entering a new transaction, for example, an invoice, estimate, or expense. This is convenient when you just want to upload a batch of attachments and link them to particular transactions later. You can upload attachments from two places in QuickBooks: Get these on your computer to get started.
That way, you or your accountant have instant access to source documents at tax time.Īttachments can be in the form of PDFs you receive from vendors, or you can scan or snap photos of paper receipts, bills, contracts, etc. Attach bills to bill payments and/or checks and expense forms.Attach contracts, pictures, and drawings to estimates or invoices.Attach receipts to expenses or checks made at restaurants, hardware stores, etc.Here are just a few examples of why you might want to use attachments: This article explains the basics of attachments, with some tips and tricks sprinkled in. Not only is this helpful for keeping good tax records, but enhances customer communication as well. Read what she has to say about QuickBooks attachments.ĭid you know QuickBooks lets you upload attachments and link them to your transactions? She is a superfan of The Office, especially the accountants. These tips and tricks come from QuickBooks Online Blogger Jennie.