Learn how to attach files and documents to your transactions or records in QuickBooks for Mac.
In QuickBooks, you can attach files such as documents, receipts, photos, contracts, and drawings to your transactions for a well organized record-keeping. You can also attach files to most transaction forms such as invoices, receipts, estimates, bills, the most common, and then some list items such as customers and vendors.
Add an attachment to your transactions
When you attach a file, QuickBooks makes a copy and saves it in the attached Document Library. The original folder of the attachment remains the same.
- Go to the transaction or record you want to add an attachment to.
- Select the paper clip icon.
- In the Attachments window, select the plus + icon. Or drag and drop the file.
- Select an attachment method:
- Attach File - You can browse from your Mac’s files.
- Scan - You can use a scanner to attach files.
- iPhone or iPad - You can use your device to take photos or scan documents.
- Take Photo - You can take a photo of what you want to attach.
- Scan Documents - You can attach a pdf file of the photo.
If you’re done attaching files, save the transaction.
Note: To attach the file to a specific type of transaction, select the checkbox All (transaction type). If you want to attach multiple files, you can add an attachment to a transaction type.
Tips
- You can manage attachments from the Attachment Center.
- You can share attachments if you use QuickBooks in multi-user mode. Set up the Attached Documents Library on a shared drive and give other users permission to access it.
- You can share attachments to third-party applications such as Twitter, Facebook, AirDrop, and so on.
- You can set QuickBooks to back up your attachments as long as you're in single-user mode.
- You can double-click on the name of the scanned attachment to rename it. But keep in mind, this only changes the name in QuickBooks, not the original file name saved in your disk.