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C
ccbb
January 31, 2019
Question

Can you attach a document to multiple transactions?

  • January 31, 2019
  • 2 replies
  • 9 views

If I have supporting documentation that is relevant to multiple transactions, is there a way to attach/link the same documents to the different transactions? Or do I have to attach the same file multiple times?

2 replies

IamjuViel
IamjuViel
Level 8
January 31, 2019

Delighted to have you here, @ccbb.

 

I’m here to share information on how you can attach documents to your recorded transactions in QuickBooks.

 

First, there’s no limit on the number of attachments per transaction. However, the attachment size is determined by your email provider.

 

You may check out this article for additional insights: QuickBooks Attached Documents: FAQs and common issues.

 

That would do it! If there are any program features you’d like to get more familiar with, feel free to visit our Community page. I’m always here to help.

 

 

 

qbteachmt
qbteachmt
Level 11
January 31, 2019

@ccbb

 

Yes, this part: "Or do I have to attach the same file multiple times?"

 

If I need to include a product MSDS sheet with every sale of that product, and I want to attach it to the invoice in QB where the item is listed as part of that sale, I need to attach it as if that is a New Sheet, every time, because it is Uniquely linked to the sales transaction. The Source Document is the same file, but they get Linked, uniquely.

C
ccbbAuthor
January 31, 2019

Thank you for your help! Does this mean then that there will be multiple copies of the same document (that I've had to uniquely link and attach to the different transactions) saved in the Attach folder on my desktop? 

R
Rasa-LilaMQuickBooks Team
QuickBooks Team
February 1, 2019

Thanks for coming back to the Community, ccbb.


I’m happy to clarify about attaching a document with multiple transactions.


In addition to @qbteachmt answer, you’ll not see multiple copies of the same document. This is because you will only have one source document that is the same file.


For more insights about attaching documents in QuickBooks, check out the article provided by @IamjuViel.


Reach out to me if you need any help, or something else is going on. I'm here to make sure you're taken care of. Have a great rest of your day.

 

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