Attach Files to QuickBooks Transactions

QuickBooks Online lets you add attachments to customer and vendor profiles, as well as their transactions. This allows for more organized record-keeping. It can also help your accountant manage your books at the end of the fiscal year.

What transactions can keep attachments?

Attachments can be added to any of the following transactions: Note: Attachments can’t be attached directly to list items, such as Accounts or Employee Names.

· Bills

· Checks

· Credit Card

· Credit Memo

· Customers

· Delayed Charge

· Estimates

· Expenses

· Invoices

· Receive Payments

· Refund Receipt

· Sales Receipt

· Vendors

· Vendor Credit

What are the acceptable file types for attachments?

To protect the security of your QuickBooks Online account, the file types you can attach are limited to the following:

· PDF

· JPEG

· PNG

· DOC

· XLSX

· CSV

· TIFF

· GIF

· XML

How to attach a document

For a vendor profile

1. From the left menu, select Expenses, then Vendors.

2. Choose the desired vendor, then Vendor Details.

3. At the bottom left of the page, select Attachments.

4. Browse and select the file you want to attach, then select Open.

For a customer profile

1. Select Sales, then select Customers.

2. Choose the desired customer, then Customer Details.

3. At the bottom left of the page, select Attachments.

4. Browse and select the file you want to attach, then select Open.

For transactions

1. Open the desired transaction.

2. From the bottom left, select Attachments.

3. Browse and select the document you want to attach.

4. Select Open, then Save and close.

How to view all uploaded attachments — Note: You can upload a file directly to Attachments list without attaching them to a transaction or profile. Also — In attachments, you can find the details of your attachments, and perform other actions such as edit, delete, and create invoice/expense.

1. Select Settings ⚙️.

2. Under Lists, choose All Lists.

3. Select Attachments.

Once you have the full list open, you can open a specific attachment.

1. At the upper left, select Attachments.

Browse and select the document you want to attach, then select Open.