Manage attachments in QuickBooks for Mac

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:

1. Go to the Company menu, then select Attachments Center.
2. Enter a search term in the field.

Note: You can use file names, dates, or keywords for a better search result.

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.

1. Go to the Company menu, then select Attachments Center.
2. Find the attachment you want to add to a transaction type.
3. Select the checkbox under the All column.

You can now manage attachments directly in your registers.

Note: QuickBooks automatically updates the Attachments Center when you add or delete attachments from register transactions.

1. Open a register.
2. Select a transaction.
3. Select the paper clip icon to view or remove attachments.

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.

1. Go to the Company menu, then select Attachments Center.
2. Select the attachment you want to preview.
3. Double-click on the attachment or select the Eye icon.

When you need to view where the attachment is from, select the link. This opens the transaction where you originally attached the file from.

1. Go to the Company menu, then select Attachments Center.
2. Under the Attached to column, select the link.

Review attachments associated with a record or transaction from your reports.

1. Go to the Reports menu, then select a transaction or record detail report.
2. Look for a check mark in the Attachments column (identified by a paperclip).
3. Hover over the checkmark to bring up a tooltip with the attachment name.
   Note: The tooltip will display “multiple attachments” to indicate several attachments are present.
4. Double-click in the Attachments column to open the transaction or record where you originally attached the attachment(s) and review.

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.

1. Go to the Company menu, then select Attachments Center.
2. Select the attachment you want to export.
3. Select the file you want to export, then select the Gear icon.
4. Select Export Attachment, then the folder you want to export it to.

When you delete an attachment, QuickBooks deletes it from both the Attachments Center and Attached Document Library. This also removes it from transactions or records it’s linked to.

1. Go to the Company menu, then select Attachments Center.
2. Select the attachment you want to delete.
3. Select the Gear icon, then Delete Attachment.
   Note: You can also press delete on your keyboard.
4. If there’s a delete confirmation prompt, select OK.