Attach documents to transactions in QuickBooks Desktop
SOLVED•by QuickBooks•6•Updated over 2 years ago
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.
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Note: Don't upload any sensitive information like credit card numbers, Social Security numbers, or health info.
From the QuickBooks Desktop app, sign in to your Intuit Account and select the company to upload documents to.
Note: Check if the company file you're logging into matches the Company Realm ID in QuickBooks Desktop. To confirm, open the company file in QuickBooks Desktop, then press F2 on your keyboard. You'll see the Company Realm ID in the Services Information section.
On the home screen, tap the option to Snap and Upload Document.
Tap Snap Document.
Tap the Camera icon to take a picture of the bill or tap the Photos icon to upload your bill. If you need to, you can crop and rotate the photo.
Tap Use this photo.
Add a Name and Memo, then tap Upload photo then tap OK.
Sign in to your QuickBooks Desktop company file to review, edit, and match bills to transactions.