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Add or delete attachments in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online447Updated 1 month ago

QuickBooks Online lets you add attachments to customer and vendor profiles, as well as their transactions. This allows for more organized recordkeeping. It can also help your accountant manage your books at the end of the fiscal year.

Transactions that support 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
Important: Attachments can't be attached directly to list items, such as Accounts or Employee Names. Also, attachments can't contain special characters in the file name. Learn more about special characters in QuickBooks Online.

Supported attachment file types

To protect the security of your QuickBooks Online account, the following file types are supported for attachments:

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

How to attach a document

For a vendor profile

  1. Go to Get paid & pay and select Vendors (Take me there).
  2. Choose a vendor, then select the Vendor Details tab.
  3. Select Attachments.
  4. Browse and select the file you want to attach, then select Open.

For a customer profile

  1. Go to Get paid & pay and select Customers (Take me there).
  2. Choose a customer, then select the Customer Details tab.
  3. Select Attachments.
  4. Browse and select the file you want to attach, then select Open.

For transactions

  1. Open the desired transaction.
  2. Select Attachments.
  3. Browse and select the document you want to attach.
  4. Select Open, then Save and close.

View, edit, or delete attachments

You can upload a file directly to the Attachments list without attaching them to a transaction or profile. From the Attachments list, you can also edit, download, remove attachments, and more.

  1. Go to Settings ⚙.
  2. Select Attachments.
  3. Once the Attachments list opens, choose one of the following actions:
    • Upload attachment: Select the Attachments button and choose the file you want to upload, then select Open.
    • Download: Choose a file from the list and select Download.
    • Edit: Select the Download drop-down ▼ arrow for a listed file and select Edit. You can edit the File Name or add Notes.
    • Delete: Select the Download drop-down ▼ arrow for a listed file and select Delete. Select Yes to confirm.
    • Create invoice: Select the Download drop-down ▼ arrow for a listed file and select Create invoice. A new Invoice opens with the selected file already attached.
    • Create expense: Select the Download drop-down ▼ arrow for a listed file and select Create expense. A new Expense opens with the selected file already attached.

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