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WHA
Experienced Member

Viewing attachments

I attach documents in QuickBooks. I am audited every year and create a copy for my accountants. Is there a way to save a copy where the accountants can view the attached documents on their computer instead of just knowing there is an attachment.

Solved
Best answer 12-19-2018

Accepted Solutions
QuickBooks Team

Re: Viewing attachments

Hi there, @WHA.

 

Thanks for reaching out to us. I'm here to provide information about saving the attached documents on the accountant's computer.

 

The attachments are located in the Attach folder which is in the same location as your company file. When you send the accountant's copy, there's not a way to include this.

 

However, you can save a copy of an attached document. Navigate to the Doc Center or click the paperclip item on the QuickBooks transaction or item, then right-click and select Save Copy to Desktop. Then, send the saved documents separately from the accountant's copy, so your accountants may save it on their computer.

 

For more information about this matter, look into this article: https://quickbooks.intuit.com/community/Getting-Started/QuickBooks-Attached-Documents-FAQs-and-commo....

 

With this information, your accountants should be able to save a copy of the attached documents. Let me know how things go and if you have other questions about QuickBooks. I'm always here to help. Have a lovely day!

Established Community Backer ***

Re: Viewing attachments

You can provide the entire Attachment Folder to the accountants, who would need to Restore the file in their system and also reattach that folder.

 

Give them this Support Article:

https://quickbooks.intuit.com/community/Getting-Started/QuickBooks-Attached-Documents-FAQs-and-commo...

2 Comments
QuickBooks Team

Re: Viewing attachments

Hi there, @WHA.

 

Thanks for reaching out to us. I'm here to provide information about saving the attached documents on the accountant's computer.

 

The attachments are located in the Attach folder which is in the same location as your company file. When you send the accountant's copy, there's not a way to include this.

 

However, you can save a copy of an attached document. Navigate to the Doc Center or click the paperclip item on the QuickBooks transaction or item, then right-click and select Save Copy to Desktop. Then, send the saved documents separately from the accountant's copy, so your accountants may save it on their computer.

 

For more information about this matter, look into this article: https://quickbooks.intuit.com/community/Getting-Started/QuickBooks-Attached-Documents-FAQs-and-commo....

 

With this information, your accountants should be able to save a copy of the attached documents. Let me know how things go and if you have other questions about QuickBooks. I'm always here to help. Have a lovely day!

Established Community Backer ***

Re: Viewing attachments

You can provide the entire Attachment Folder to the accountants, who would need to Restore the file in their system and also reattach that folder.

 

Give them this Support Article:

https://quickbooks.intuit.com/community/Getting-Started/QuickBooks-Attached-Documents-FAQs-and-commo...