Can you attach a document to multiple transactions?

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.

@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.

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? 

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.

Thank you! Would you be able to point to the FAQ in the link you are referring to? Just to clarify that this is for QB Desktop. For example the issue that I am running into... I have 1 source document for 2 Bills I need to create. First step, I added the source document to Doc Center. Then I create Bill #1, click on 'attach', and select the source doc from Doc Center. However, once I create Bill #2, and click on 'attach', the same source document is no longer available in the Doc Center for me to attach to Bill #2. How would I link the same source document to Bill #2? Thanks!

Hi ccbb,

As what they've mentioned above, you can only see the attachment  in the same source (e.g. Doc Center). You'll want to save the document on your computer to attach it on your second bill.

Here's how:

1. In the Attachments window, click the Computer icon.
2. Find the document location, then click Open.

Let us know if there's anything else you need.