I purchase a lot of stuff online and get receipts in PDF form. I use a different program for invoicing so I also have all my paid invoices in PDF form.
Currently I enter the receipts into QuickBooks and then move the receipt PDF into a directory on my computer. I also enter my paid off invoices into QuickBooks as "Sales Receipts", and then put the invoice PDF into a directory on my computer.
I see that these transaction windows have a way to "Attach" a file to them. This seems like it would be a MUCH easier way to do it. Every time I enter a receipt I could just save it to QuickBooks as an attachment and then delete the PDF, is that correct?
Is there any downside to this? This seems to good to be true, and it will take many hours to go back and enter all of these receipts so I just want to know ahead of time.
I use QuickBooks for Mac 2013.
Solved! Go to Solution.
You can go into the bank register and click on the Settings icon. Check the box for Attachments, then the register will have another column showing the number of attachments for each line. If there is no attachment it will say "null".