As you keep track of things in QuickBooks, don’t forget that you can attach documents to vendors, customers, and transactions. You can attach a copy of a bill you’re paying, or sending to customers, so you don’t need to dig through files, or an email exchange about a payment (e.g. why you’re delaying payment or if you’ll be getting a discount), or a receipt for a credit card charge.
To attach a file to a transaction, there’s an attachment field at the bottom (you may have to scroll down).
To attach a file to a vendor, go to the vendor list, open the vendor, click Edit in the upper right corner, and the attachment field is at the bottom of the window that pops up.
To attach a file to a customer, go to the customer list, open the customer, and click Edit in the upper right corner. In the bottom half of the popup window, click on the Attachments tab.
In all cases, you can drag and drop a file from a folder or from your desktop, into the box below the word Attachments. You can also click the word Attachments and navigate through folders to get the file you want. The largest individual file you can attach is 20 MB, but there’s no limit to the total documents you can attach.
The file types you can attach are:
- JPEG
- PNG
- DOCX
- XLSX
- CSV
- TIFF
- GIF
- XML
You can attach files to:
- Vendors
- Customers
- Bank Deposits
- Bills
- Checks
- Credit Card Credits
- Credit Memos
- Delayed Charges
- Delayed Credits
- Estimates
- Expenditures
- Invoices
- Journal Entries
- Purchase Orders
- Receive Payments
- Refund Receipts
- Sales Receipts
- Transfers
- Vendor Credits