Attaching source docs

Hello there, @S-W.

For now, the only information that we can provide to you about attaching source documents are listed in this article: Doc Center FAQs and Common Issues publication.

Although, feel free to revisit this site and post questions if you have specific concerns about attaching documents. Other users and members of the forum can also join in and help you as well.

Also, you may want to consider learning how you can scan receipts and documents, then attach them to your transactions using QuickBooks Scan Manager.

Keep me posted if you have additional questions about attaching source documents in your transactions. I'll be around to help. Take care! 

Thanks.  I already watched YouTube videos and tried the Help button in QB, but did not find the answers to my questions.  Attaching a doc is quite simple.  But I have more detailed questions. For example, when you attach a document, you can "view details", and add a Title, Description, Keywords, and Comments.  If I enter those details, exactly where is that information available, only in that view details window?  Or is it also shown elsewhere?  What's the benefit of taking the time to enter that extra information, are there reports that link to the details?

Also, I would like suggestions on how to name docs before attaching, in order to maintain a clear and concise index of docs.  Are there some general ideas that will make this easy, so I don't have to go back and rename docs later in order to organize them? For example, vendor invoices, verses customer checks deposited, etc.  Thanks.

I want to officially welcome you to the Community, @S-W.

Thank you for posting your concern to our page.

Currently, there isn't an option to pull up a report that has attachment details. You'll have to review each transaction and go to Attach File to view them. If the button has a number, then the transaction has an attachment to it.

You can rename your documents before attaching them. There isn't a need to rename it under your QuickBooks account.

In case you need some information about managing QuickBooks in the future. You can always visit this link to learn more: Help articles.

Let me know if you have any other questions with QuickBooks. I'll always be around to lend a helping hand. Thanks.