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October 1, 2026
Question

Can you attach a .pdf file to a transaction as backup?

Reference a document file

1 reply

QuickBooks Team
October 1, 2026

Yes, attachments are available for every transaction in QuickBooks Online (QBO) except for statements. You can also add them to customer and supplier profiles. Here’s how:

 

  1. Open the desired transaction.
  2. Scroll down the page until you locate the Attachments section.
  3. Select Add attachment.
  4. Browse and choose the PDF file you want to attach.
  5. Click Open, then select Save and close.

 

For more details on managing attachments, check out this article: Add or delete attachments in QuickBooks.

 

Feel free to leave a comment below if you have any additional questions.