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We store many documents in the customer and vendor files. In order to separate them into categories, we would like to use FOLDERS to separate the different types of files.
Is there a way to create FOLDERS in the customer and vendor files?
Good day, LCecchini.
The option to create folders in the Customer/Vendor section is unavailable. You'll want to use the Doc Center and add a description on that file.
You can check out this article for more details: QuickBooks Document Center: FAQs and common issues
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