cancel
Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
QuickBooks Team

Reply to message

Welcome to the Community, @mgyungner. I hope you're having a great week so far.

 

Is the Rental Agreement a PDF file or a saved image? If it's either of these, then you can upload the attachment into your Invoice with ease.

 

No worries, I'm here to walk you through the process:

  1. In the transaction window, scroll down to the bottom left-hand side. You'll see an Attachments field that you can drag/drop the attachment or you can click on Attachments to bring up your file folder.
  2. If you press on Show Existing, then it'll open the right-hand side drawer if you've previously uploaded the attachment. Just hit Add to bring this into your transaction.

There's also a section in your QuickBooks Online that you can upload attachments and add them to a list. I've provided the steps below on how to access this page:

  1. Go to the Gear icon, then Attachments.
  2. Drag/Drop the files or click on the Paper Clip icon on the top-left of the box.
  3. Once uploaded, then it'll appear in the uploaded area for your review.
  4. This window also has the following features:
    • Batch Actions: Export and process transactions directly from this window
    • Export: Click on the Batch Action drop-down menu and you'll see an option to export.
    • Create Invoice or Create Expense: Click on the Batch Action drop-down menu and you'll see an option to create these transactions.
    • Print: Print the list of the attachments in your file.
    • Small Gear: Choose which columns are shown in this window.
    • Action: You can EditDelete or Create from the drop-down options in this column.

That should do it! Let me know if you have additional questions. Have a great weekend.

Need to get in touch?

Contact us