Attach documents to transactions in QuickBooks Desktop

Learn how to snap and attach documents to QuickBooks Desktop Plus or Enterprise 2022 with the mobile app.

When you use the QuickBooks Desktop mobile app, you can upload your documents to QuickBooks Desktop. You can then add them to your invoices, purchase orders, or other transactions. 

Here’s what to do.

To watch more how-to videos, visit our video section.

Note: Don't upload any sensitive information like credit card numbers, Social Security numbers, or health info.

Step 1: Upload from your mobile device

View Mobile documents in the QuickBooks Desktop Doc Center

Once you upload the document, you’ll find them in the Doc Center under the Mobile tab. You can add documents anytime to attach them later. 

1. In the Company menu, select Documents, then Doc Center.
2. Select the Mobile tab to view the documents added from your mobile device.
3. Select Add to bring the document to your Document Center, and use it later. 

Note:

1. If you are the primary admin or company admin for your QuickBooks company, you'll be able to see all documents uploaded by users who have other roles.
2. If you aren't the primary admin or company admin, you'll be able to add and view only the documents that you upload from your mobile. 

Step 2: Attach document in QuickBooks Desktop

1. Browse to the transaction you want to attach a document to.You can also create a new transaction.
2. Select Attach File, then search for and select the document you uploaded.
3. Select Add, then select Done to add it to the transaction.

You can attach this document to multiple transactions by using the steps above.