How to Automatically Attach Files to Documents in QuickBooks

Automatically Attach Files to Documents in QuickBooks

QuickBooks always comes up with new and exciting features that will boost the way your business operates, and one of them is automatically attaching files to document in QuickBooks.

QuickBooks enables you to add certain attachments to the specific customer and supplier profiles and with their transactions as well.

Today, business owners are required to be more efficient and dynamic with time management and usage of business data, and these capabilities of QuickBooks make it possible.

Furthermore, business decisions are becoming critical and challenging than ever, and it is imperative to have current data to make the most significant and game-changing business decisions.

Here are the Transactions that can keep Attachments:

  • Cheques
  • Credit Note
  • Delayed Charge
  • Invoices
  • Receive Payments
  • Refund Receipt
  • Bills
  • Credit Card
  • Customers
  • Estimates
  • Sales Receipts
  • Suppliers
  • Expenses
  • Supplier Credit

Why do you need to Automatically Attach Files to Documents in QuickBooks?

For a business owner, automatically attaching files to documents enables a more systematic record-keeping and aids your business accountant to manage your books at the end of a fiscal year.

You can also add files of the most recent transaction forms like estimates, receipts, bills, invoices, etc., and then few list items like vendors and customers.

Furthermore, QuickBooks allows a user to attach unlimited documents to any transaction or list items and store that particular attachment on secure servers.

Steps for Automatically Attach Files to Documents in QuickBooks

Uploading any new document is a very important step for almost every document management program. Although adding a new document to attached QuickBooks documents is a simple and straightforward process, there are certain steps to be followed.

For a specific Supplier profile:

Step 1: In your QuickBooks account, on the left side of the menu, choose Expenses, and then select Suppliers.

Step 2: Select the specific supplier and then add Supplier Details

Step 3: At the very bottom of the page, you find the Attachments option. Click it.

Step 4: Browse and choose the file you wish to attach and then choose Open.

For a specific Customer profile:

Step 1: Choose Sales and then choose Customers

Step 2: Select the specific customer and then add Customer Details

Step 3: At the very bottom of the page, you find the Attachments option. Click it.

Step 4: Browse and choose the file you wish to attach and then choose Open.

For Specific Transactions:

Step 1:  Click open the specific transaction

Step 2: At the very bottom of the page, you find the Attachments option. Click it

Step 3: Browse and choose the file you wish to attach and then choose Open.

Step 4: Choose Open and then click Save and Close.

If you are new to attaching files to documents in QuickBooks, hire the services of a professional for the best outcome. For any kind of QuickBooks technical assistance, do reach out to us at ,