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alattilif
Level 1

How I attacked my legal documents

Attached my documents

1 Comment 1
KiazzymaeC
QuickBooks Team

How I attacked my legal documents

Thank you for reaching out for guidance on how to attach documents in QuickBooks Online, @alattilif. I'm here to walk you through the process step by step, ensuring you can securely attach and manage your documents within your transactions.

 

Here's how to attach a document in your transaction:

 

  1. Go to the Gear icon (Settings), which you can find on the top right corner of your QuickBooks Online dashboard.
  2. Look under the Lists column and select Attachments.
  3. To upload a new document, you can either drag and drop files directly from your downloads folder or click the Attachment button to select a file to upload from your device.

 

To assist you further, I'm adding these screen shots below for your visual reference:

 

     

 

For more information about managing attachments, you can refer to this helpful article: Add or delete attachments in QuickBooks Online.

 

Moreover, if you’re curious about the types of documents you can attach and other related queries, this article will provide more insights: QuickBooks Document Center: FAQs and common issues.
 

Please don't hesitate to reply to this post if you have any more questions or need further assistance with attaching documents. I’m here to help and will respond as quickly as possible. Have a great day! 

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