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Need help with the 25/26 payroll year-end?Ask Us Anything

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Replying to:
MaryAnn_E
QuickBooks Team

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Hi there, @Nicky12.

 

There are ways on how to attach receipts to your transactions. 

 

When accessing QuickBooks Online using a web browser, here's how to attach a receipt: 

  1. Go to Banking.
  2. In the For Review page, click on the transaction.
  3. Click on the Add Attachment link.
  4. Browse the receipt and click on Open.
  5. Click on Add.

 

To attach receipts on an invoice, sales receipt, bill, etc.:

  1. Click on the Plus icon.
  2. Select a transaction.
  3. Enter the information.
  4. Click Attachments.
  5. Browse the file and click on Open.
  6. Click on Save and close.

 

You can also do it using the QuickBooks Online Mobile App.

 

Here's how:

  1. Create a transaction (invoice, bill, expense, etc.).
  2. Enter the details and click on Save.
  3. Scroll down and click on Add notes or attachments.
  4. Browse the receipt and save.

 

You can also attach multiple receipts and assign them to a customer or vendor:

  1. Click on the Hamburger icon on the left upper portion.
  2. Scroll down and select Notes & Attachments.
  3. Click on Add note.
  4. Choose a customer/vendor to assign the attachments.
  5. Click on the clip icon to browse.
  6. Click on Save

 

To give you more details about how to manage your transactions with the help of the attachments, please see this link: Attachments in QuickBooks Online.

 

Here's an article that you can check to provide you further details about the file limitations that can be uploaded in the system: QuickBooks Online file size and feature limits.

 

 

I'll be right here to help if you have any other concerns. Just drop a reply below. Have a lovely day!

 

 

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