You can attach documents to anything in QuickBooks that has the paperclip icon. This includes many list items such as transactions, accounts, customer names, vendor names, employee names, other names, and inventory items.
You can also attach documents to Company Info.
You cannot attach documents to sales representatives, customer messages, payment methods, or shipping methods.
Here’s a complete list of transactions and items that allow attachments:
|vendors||company||credit card charges||purchase orders||general journal entries|
|other names||build assembles||credit memos||sales orders||receive payments|
|chart of accounts||item receits||deposits||transfers||sales receipts|