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Can I add the receipt/invoice attachment when I upload my American Express transactions?

 
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QuickBooks Team

Re: Can I add the receipt/invoice attachment when I upload my American Express transactions?

Thank you for reaching out to us here in the Community, @risa.

 

I can help you add an attachment to your bank transactions.

 

Yes, you can add an attachment to your banking transactions, however, you'll need to make sure that the transactions was uploaded successfully.

 

To upload the transactions:

 

  1. Go to Banking at the left pane.
  2. Select Banking beside Bank Rules.
  3. Click the Update's drop-down arrow.
  4. Select File upload. If you've never connected an account, you can select Upload transactions manually.
  5. Select Browse and choose the file you want to upload.
  6. Select Next and continue the process.

 

You can also check this article for additional reference: Upload the file to your QuickBooks Online.

 

After uploading the transaction, you can add an attachment to each transactions manually under the For Review tab. Here's how:

 

  1. Go to Banking at the left pane.
  2. Select Banking.
  3. Go to the For Review column.
  4. Open the desired transaction.
  5. Select Attachments.
  6. Browse and select the document you want to attach.
  7. Select Open.

You may check this article for additional information about attachments in QuickBooks: Attachments in QuickBooks Online.

 

Let me know if you have any other questions. Have a good day!

 

 

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