Attach document to Customer-then move from Customer to Invoice

Hi there, PacMech.

Once you upload the expense receipts in QuickBooks Desktop, they’ll show up in the For Review tab. This is where you can review, edit, match, or add transactions to the register.

That said, let's try repairing the documents link. Here's how:

1. Click the Company menu.
2. Under Documents, select Repair Attached Document Links.
3. Click Repair Links.

Feel free to pin this reference for some FAQs about uploading receipts: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

I'll be around whenever you have concerns about uploading receipts.

I don't believe you are understanding my question.  I'm not using the "Receipts" options, I'm using the DOCUMENT option- I'm simply taking a snap photo of my DOCUMENT through the mobile app, and adding it as a DOCUMENT to the customer just so that I can keep a copy of my materials invoices with the customer, until the time comes to invoice my customer - that way I have a copy of my vendor invoices that I have yet to bill my customer for all in one place.   (I do not want to automatically add receipts to my register, I have already manually posted the vendor invoice as a Bill in Quickbooks.)

My question is this - if I've attached a DOCUMENT to a "Customer" - is there a way to move that attachment from the "Customer" to my invoice as an attached document when I'm billing my customer?

Thanks for following up with that additional info, PacMech.

I want to make sure you're able to get the necessary documents attached to the invoice in your QuickBooks Desktop account.

At this time there isn't currently a way to directly move an attached document from a customer profile to an invoice. However, I do recommend using the QuickBooks Desktop Doc Center. Once a document is uploaded to the Doc Center it can then be attached at any time moving forward. Here's how:

1. In the Company menu, select Documents, then Doc Center.
2. Choose the Mobile tab to view the documents added from your mobile device.
3. Select Add to bring the document to your Document Center and use it later. 

The following article provides additional info about attaching documents to transactions in QuickBooks Desktop.

That will do it! Please don't hesitate to reach back out if you have any other questions.

I understand how to put the document into the Doc Center - that really isn't the issue.   It would just be helpful to be able to keep all of my documents for one customer actually with the customer, and not in an enormous list of documents to have to scroll through in the Doc Center.    In the meantime, I found somewhat of a workaround to make things a little easier:

1.  I attach the documents from the Doc Center to my Customers as my vendor invoices come in.   This way it empties out the Doc Center so I don't have to scroll through 100's of attachments for various customers.

2.  Then, let's say 30 days later, I'm ready to bill my customer for all of the materials so far into the job, I go into the Customer attachments, detach them (let's say there's 4 attachments for that customer), and by detaching them, it puts only those 4 attachments back into the Doc Center list.

3.  I then create my Invoice to my customer, click on Attach Files, and I'll only see those 4 documents ready to attach to my invoice.

It's a bit cumbersome, but at least it's a workaround.   It's too bad there isn't a "Move" option to move the attachment from the Customer over to the Invoice.  I'll submit Feedback online

I appreciate you taking the time to share this workaround with us, @PacMech. It's a great idea.

Although I would love to help you with this, a way to directly move an attached document from a customer profile to an invoice isn't available. This situation has to be so hard on you and your business. 

With that, I recommend that you send Feedback to our product development team directly. This will help us better understand how to meet your company's needs. Depending on how many requests they receive, they may also include this functionality in future editions. You can do this by following the steps outlined below:

1. At the top, select the Help menu.
2. Choose to Send Feedback Online then click Product Suggestion.
3. Type in your feedback or feature request.
4. Click the Send Feedback button.

If you have any additional questions about QuickBooks, please leave them in the comments section below. I'll be there right away to help you. Have a fantastic day!