Learn how to manage files or documents you attach to your transactions or records in QuickBooks Desktop for Mac.
Attachments are files you add to your records or transactions. Documents, receipts, photos, contracts, and drawings are a few examples of attachments commonly used in QuickBooks. The Attachments Center is where you can find and manage these files.
Find an attachment
QuickBooks scans all files you’ve attached so you can easily find the attachment you’re looking for. Here’s how to find an attachment:
- Go to the Company menu, then select Attachment Center.
- Enter a search term in the field.
Note: You can use file names, dates, or keywords for a better search result.
Add an attachment to a transaction type
You can add attachments to a specific transaction type. For example, you're a lawyer and you want to attach a disclaimer when sending invoices. Here’s how you can add attachments to all invoice type transactions.
Note: If you don't see the file you want to attach for a specific transaction type, attach the file to an existing record first.
- Go to the Company menu, then select Attachment Center.
- Find the attachment you want to add to a transaction type.
- Select the checkbox under the All column.
Open or preview an attachment
When you open the attachment, it’s in read-only mode. If you need to make changes, save a copy of the attachment and make the changes, then re-attach it to the transaction or record in QuickBooks.
- Go to the Company menu, then select Attachment Center.
- Select the attachment you want to preview.
- Double-click on the attachment or select the Eye icon.
Open the transaction or record linked to the attachment
When you need to view where the attachment is from, select the link. This opens the transaction where you originally attached the file from.
- Go to the Company menu, then select Attachment Center.
- Under the Attached to column, select the link.
Export an attachment
When you export an attachment from QuickBooks, it stays attached to the transaction or record in the Attachments Center. This way, you can still find it in QuickBooks if you need it later.
- Go to the Company menu, then select Attachment Center.
- Select the attachment you want to export.
- Select the file you want to export, then select the Gear icon.
- Select Export Attachment, then the folder you want to export it to.
Delete an attachment
When you delete an attachment, QuickBooks deletes it from both the Attachment Center and Attached Document Library. This also removes it from transactions or records it’s linked to.
- Go to the Company menu, then select Attachment Center.
- Select the attachment you want to delete.
- Select the Gear icon, then Delete Attachment.
Note: You can also press delete on your keyboard. - If there’s a delete confirmation prompt, select OK.
