QuickBooks Online lets you add attachments to customer and vendor profiles, as well as their transactions. This allows for more organized record-keeping. It can also help your accountant manage your books at the end of the fiscal year.
What transactions can keep attachments?
Attachments can be added to any of the following transactions:
- Bills
- Checks
- Credit Card
- Credit Memo
- Customers
- Delayed Charge
- Estimates
- Expenses
- Invoices
- Receive Payments
- Refund Receipt
- Sales Receipt
- Vendors
- Vendor Credit
| Note: Attachments can't be attached directly to list items, such as Accounts or Employee Names. |
What are the acceptable file types for attachments?
To protect the security of your QuickBooks Online account, the file types you can attach are limited to the following:
- JPEG
- PNG
- DOC
- XLSX
- CSV
- TIFF
- GIF
- XML
How to attach a document
For a vendor profile
- From the left menu, select Expenses, then Vendors.
- Choose the desired vendor, then Vendor Details.
- At the bottom left of the page, select Attachments.
- Browse and select the file you want to attach, then select Open.
For a customer profile
- Select Sales, then select Customers.
- Choose the desired customer, then Customer Details.
- At the bottom left of the page, select Attachments.
- Browse and select the file you want to attach, then select Open.
For transactions
- Open the desired transaction.
- From the bottom left, select Attachments.
- Browse and select the document you want to attach.
- Select Open, then Save and close.
| Note: You can upload a file directly to Attachments list without attaching them to a transaction or profile. |
How to view all uploaded attachments
- Select Settings ⚙️.
- Under Lists, choose All Lists.
- Select Attachments.
| Note: In attachments, you can find the details of your attachments, and perform other actions such as edit, delete, and create invoice/expense. |
Once you have the full list open, you can open a specific attachment.
- At the upper left, select Attachments.
- Browse and select the document you want to attach, then select Open.
That's it. You now know how to add attachments in QuickBooks Online.