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Add or delete attachments

by Intuit•24• Updated a day ago

QuickBooks Online lets you add attachments to customer and supplier profiles, as well as their transactions. This allows for more organized recordkeeping. It can also help your accountant manage your books at the end of the fiscal year.

In this article, you'll learn about:



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Transactions that support attachments

Note: Currently you can't add PDF attachments to statements sent to customers.

Attachments can be added to any of the following transactions:

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

Note: If you're opening the attachment from a web version email like Gmail, Yahoo, Outlook, and so on, you must have the latest version of PDF viewer Adobe Acrobat as the selected plugin for your browser.

Important:Attachments can't be attached directly to list items, such as Accounts or Employee Names. Also, attachments can't contain special characters in the file name. Learn more about special characters in QuickBooks Online.


Supported attachment file types

To protect the security of your QuickBooks Online account, the following file types are supported for attachments:

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

Note: Files 0 KB in size are not supported.



How to attach a document

For a supplier profile

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Expenses & Bills, then select Suppliers (Take me there).
  2. Select a supplier, then select the Supplier Details tab.
  3. Select Add attachment.
  4. Browse and select the file you want to attach, then select Open.

For a customer profile

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there).
  2. Select the customer you want to add an attachment to, then select Edit.
  3. Select Add attachment from the Notes and attachments â–Ľ dropdown.
  4. Browse and select the file you want to attach, then select Open.
  5. Select Save.

For transactions

  1. Open the desired transaction.
  2. Select Add attachment.
  3. Browse and select the document you want to attach.
  4. Select Open, then select Save and close.


View, edit, or delete attachments

You can upload a file directly to the Attachments list without attaching them to a transaction or profile. From the Attachments list, you can also edit, download, remove attachments, and more.

  1. Go to Settings Settings gear icon. and select Attachments.
  2. Once the Attachments list opens, select one of the following actions:
    • Upload attachment: Select the Add attachment and select the file you want to upload, then select Open.
    • Download: Select a file from the list and select Download.
    • Edit: Select the â–Ľ dropdown from the Action column and select Edit. You can edit the File Name or add Note.
    • Delete: Select the â–Ľ dropdown from the Action column and select Delete. Select OK to confirm.
    • Create invoice: Select the â–Ľ dropdown from the Action column and select Create Invoice. A new invoice opens with the selected file already attached.
    • Create expense: Select the â–Ľ dropdown from the Action column and select Create Expense. A new expense opens with the selected file already attached.