Attachments

I can share what I know about this, jenakason.

Yes, you can attach files to specific transactions such as checks in QuickBooks Desktop for Mac. You can check out these links to see the detailed steps on how to do it:

• Attach a file or document in QuickBooks for Mac
• Manage attachments in QuickBooks for Mac

I'd also recommend keeping the QuickBooks release version updated. This would remove unexpected issues within the program.

Let us know how this goes so we can further assist you in managing the attachments.

I had previously read the article you had referenced. What I'm wondering is where is the attach paper clip icon for the 'write checks' screen? I want to directly attach receipts to their corresponding payments. I have my vendors set up, and in some instances have 50+ receipts/payments to one vendor. I could attach to the vendor these 50 different receipts, but would rather they go directly to the transaction. 

I appreciate you for reading the attached article sent by my peer. You use the attachment (paper clip icon) or scan directly.

Then, select the Plus+ icon and select the attachment method. You can also select the checkbox All (transaction type) to attach the file to a specific type of transaction. 

For future reference, read through this article: Manage attachments from the Attachment Center. It helps you learn about getting files or documents you attach to your transactions or records in QuickBooks Desktop for Mac.

Feel free to message again if you have more questions. I'd be here to help. 

Ok. I see now when I open the 'write checks' window that I can attach a document to a specific transaction using the attach button/icon. When I go to the vendor that the check is from, however, it doesn't show here and only shows if I click on the specific transaction again. Is there a way to have each invoice/receipt correlated to each specific transaction (by doing what I just did) and also have it populate under Vendor? So essentially be able to see all receipts for the same vendor when in the vendor tab but also have them attached through the write checks window? When I open attachments center I am unable to click on the 'all' button. It shows the two attachments I have done (one attachment is attached to a vendor and the other is attached to a check). Thanks for your help!

Let me provide additional information about attachments in QuickBooks, @jenakason.

To correlate each invoice or receipts to each transaction and have it populate under vendor is unavailable. You'll have to open a specific transaction to see the attached file.

I'll be adding this great resource to guide you to manage attachment in QuickBooks. 

For additional reference, you can use the following article to know more about the features available in QuickBooks Desktop for Mac 2020: User Guide. 

You can reply to this thread if you have any questions in mind. I'll get back to you as soon as I can. Have a nice weekend.