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Everything you need to know about banking in QuickBooks Online - Discover more

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AlcaeusF
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Thanks for getting back to us, volant.

 

It's a pleasure to help.

 

In QuickBooks Online, you have the ability to add attachments to customer and vendor profiles, as well as, their transactions within QuickBooks. You can check this article for more information about using attachments:

 

Using attachments in QuickBooks.

 

Are you referring to the Recurring templates? Or the Custom Form Style templates? Any additional information you could provide would be greatly appreciated.

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