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Level 1

creating file FOLDERS for pdf documents

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?

1 Comment 1
QuickBooks Team

creating file FOLDERS for pdf documents

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.


Here's how:


  1. Go to Company > Documents > Doc Center.
  2. Click Add or Scan option to upload the document.
  3. Select the document and click the View Details at the bottom to add a description.


You can check out this article for more details: QuickBooks Document Center: FAQs and common issues


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