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bailey8904
Level 3

I am trying to decide if using attachments would be useful for 2021. What are the pros and cons for attachments?

 
Solved
Best answer January 11, 2021

Best Answers
ReyJohn_D
Moderator

I am trying to decide if using attachments would be useful for 2021. What are the pros and cons for attachments?

The Community has you covered, @bailey8904.

 

I can share some insights on how to handle attachments in QuickBooks Online (QBO).

 

First, only Master and Company Admins, and Standard users can access or view your attachments. Other users (Time-tracking-only, Reports-only, and Take payments-only users) don't have access to them.

 

To learn more about this, please see this article: User roles and access rights in QBO.

 

If you want to know your user's access and roles:

 

  1. Click the Gear icon, and then select Manage users.
  2. Review their roles under the User Type column.
    d984.PNG
  3. You can always add or manage them if you want.

Also, yes, you can only keep the most important (VIP's) check and deposit attachments. This way, you stay organized and prevent possible duplicates.

If you aren't sure, you can consult your accountant to make sure your books are correct. If you don't have one, you can use our Find-an-Accountant tool to find an expert near you.

 

The good thing is, you can invite your accountant to your company to give him/her access. This way, you can work together if you want to sort things out.

 

I'm always around to help if you have more questions about managing attachments or any QuickBooks concerns. Have a good one!

View solution in original post

4 Comments 4
MonicaM3
Moderator

I am trying to decide if using attachments would be useful for 2021. What are the pros and cons for attachments?

 

Good Morning @bailey8904,

 

I hope you had a great weekend. I’d love to help you understand more about adding attachments. The benefits really depend on your business and what information you want to attach and who you want to attach to. 

Can you share a little more about the type of business you have? How do you see your business using attachments? Vendors, Customers, transactions?

I’ll keep an eye out for your reply. Chat soon!

bailey8904
Level 3

I am trying to decide if using attachments would be useful for 2021. What are the pros and cons for attachments?

We are a law firm and mortgage company.  We save the pdf files on our shared drives for bills paid and deposits.  It might be double dipping to save both places.  I started in August 2020 and am playing catch up with the books.  I was just curious about the attachments as to who would see them and to make books cleaner.  I guess I don't need to save every check and deposit just VIP ones, maybe?  your thoughts and suggestions.  

ReyJohn_D
Moderator

I am trying to decide if using attachments would be useful for 2021. What are the pros and cons for attachments?

The Community has you covered, @bailey8904.

 

I can share some insights on how to handle attachments in QuickBooks Online (QBO).

 

First, only Master and Company Admins, and Standard users can access or view your attachments. Other users (Time-tracking-only, Reports-only, and Take payments-only users) don't have access to them.

 

To learn more about this, please see this article: User roles and access rights in QBO.

 

If you want to know your user's access and roles:

 

  1. Click the Gear icon, and then select Manage users.
  2. Review their roles under the User Type column.
    d984.PNG
  3. You can always add or manage them if you want.

Also, yes, you can only keep the most important (VIP's) check and deposit attachments. This way, you stay organized and prevent possible duplicates.

If you aren't sure, you can consult your accountant to make sure your books are correct. If you don't have one, you can use our Find-an-Accountant tool to find an expert near you.

 

The good thing is, you can invite your accountant to your company to give him/her access. This way, you can work together if you want to sort things out.

 

I'm always around to help if you have more questions about managing attachments or any QuickBooks concerns. Have a good one!

View solution in original post

bailey8904
Level 3

I am trying to decide if using attachments would be useful for 2021. What are the pros and cons for attachments?

Perfect!  Thank you for your input.  

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