QuickBooks Online lets you add attachments to customer and supplier profiles, as well as their transactions. This allows for more organised recordkeeping. It can also help your accountant manage your books at the end of the financial year.
Transactions that support attachments
Attachments can be added to any of the following transactions:
- Bills
- Cheques
- Credit Card
- Credit Note
- Customers
- Delayed Charge
- Quotes
- Expenses
- Invoices
- Receive Payments
- Refund Receipt
- Sales Receipt
- Suppliers
- Supplier Credit
Note: Currently you can't add PDF attachments to statements sent to customers.
| Important: | Attachments can't be attached directly to list items, such as Accounts or Employee Names. Also, attachments can't contain special characters in the file name. Learn more about special characters in QuickBooks Online. |
Supported attachment file types
To protect the security of your QuickBooks Online account, the following file types are supported for attachments:
- JPEG
- PNG
- DOC
- XLSX
- CSV
- TIFF
- GIF
- XML
How to attach a document
For a supplier profile
- Go to Expenses and select Suppliers (Take me there).
- Choose a supplier, then select the Supplier Details tab.
- Select Attachments.
- Browse and select the file you want to attach, then select Open.
For a customer profile
- Go to Customers & leads and select Customers (Take me there).
- Choose a customer, then select the Customer Details tab.
- Select Attachments.
- Browse and select the file you want to attach, then select Open.
For transactions
- Open the desired transaction.
- Select Attachments.
- Browse and select the document you want to attach.
- Select Open, then Save and close.
View, edit, or delete attachments
You can upload a file directly to the Attachments list without attaching them to a transaction or profile. From the Attachments list, you can also edit, download, remove attachments, and more.
- Go to Settings ⚙.
- Select Attachments.
- Once the Attachments list opens, choose one of the following actions:
- Upload attachment: Select the Attachments button and choose the file you want to upload, then select Open.
- Download: Choose a file from the list and select Download.
- Edit: Select the Download dropdown ▼ next to a file and select Edit. You can edit the File Name or add Notes.
- Delete: Select the Download dropdown ▼ next to a file and select Delete. Select Yes to confirm.
- Create invoice: Select the Download dropdown ▼ next to a file and select Create invoice. A new invoice opens with the selected file already attached.
- Create expense: Select the Download dropdown ▼ next to a file and select Create expense. A new expense opens with the selected file already attached.