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January 14, 2021
Question

Upload PDF to Quickbooks Desktop

  • January 14, 2021
  • 7 replies
  • 27 views

How do I upload a file to the QuickBooks Desktop server/H: Drive?

7 replies

DivinaMercy_N
Moderator
January 14, 2021

I've got your back, @Derek R.

 

If you're referring to documents or images you can attach to your transaction. Just click on the Attach File (paper clip icon) option after entering the details of the form (example invoice). Here's a screenshot for your visual reference: 

 

To learn more, visit this link: QuickBooks Document Center: FAQs and common issues. 

 

If you're referring to PDFs or images of your receipt, you can upload them in QuickBooks Desktop using the Receipt Management feature. To do so, please refer to these steps:

 

  1. Navigate to the Vendor menu, then choose Receipt Management
  2. Select the Intuit Account you use for the company file.
  3. Drag and drop your receipts into QuickBooks or select browse to upload, then pick your receipts.

 

Here's the article that will provide more info about the process: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise.

 

Also, in QuickBooks, customizing and personalizing your sales forms and reports is a breeze. For the detailed guide, please head to the Create and use custom fields page. 

 

If you need further help with this, please comment below. I'm always here to help you in any way I can. Have a wonderful day.

Derek RAuthor
January 14, 2021

Thank you but, I need to upload an pdf of a signature for printing checks. So, once when I am in printer settings to add a signature it can be found on the H: drive.

QuickBooks Team
January 14, 2021

Thanks for the clarification, Derek R.

 

I'm here to guide you on how to add an electronic signature for checks in QuickBooks Desktop. I've listed a few things to remember before proceeding:

  • If you use QuickBooks user names and passwords, the signature file is stored by user name and company. If you don't have multiple user names and passwords, the Admin is the implicit user.
  • This feature is not available for Wallet checks.
  • Only users with admin, checking account, and accounts payable privileges can use the signature.

 

First, let's create an electronic signature.

  1. Write your signature on a piece of paper.
  2. Scan the image to your computer at an 11:3 aspect ratio. We'll size your signature and place it above the signature line on Intuit supplied checks.
  3. Save the image in .bmp, .jpeg, .png, or .tiff format.

 

Then, we can now add and use the signature for checks or paychecks.

  1. Go to the File menu and then select Printer Setup.
  2. In the Form Name dropdown list, select Check/Paycheck.
  3. Place a checkmark in the Print Signature Image checkbox.
  4. In the Signature window that appears, select File.
  5. Find the file that contains the signature, then select Open.
  6. Select OK in the Signature window, then select OK in the Printer Setup window.

 

Here's how to add the signature to checks.

  1. From the Banking menu, select Write Checks.
  2. Select an existing check, or create a new one.
  3. Select the Signatures icon.
  4. Select the signature you want to use.
  5. Select Save.

Once done, QuickBooks adds the signature to all of your checks.

 

For your reference, please take a look at this article: Create and Use an Electronic Signature for Checks and Paychecks.

 

Additionally, I've included an article that'll help you resolve common printing, emailing, and saving issues in QuickBooks: Troubleshoot PDF and Print Problems.

 

If you need more help attaching your signature, please let me know. Have a good one!