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sra-legaladvise-
Level 1

I am an Accountant and my client sends me attachment by clicking photo from the smart phone How to create bIlls from that attachment ?

 
Solved
Best answer October 16, 2021

Best Answers
Rubielyn_J
QuickBooks Team

I am an Accountant and my client sends me attachment by clicking photo from the smart phone How to create bIlls from that attachment ?

I can see the importance of creating a bill from the attachment to your business, @sra-legaladvise-.

 

Currently, this option is unavailable in QuickBooks Online. As a workaround, we can manually create and pay the bill. Once done, let's add the attachment to the transaction for reference or tracking purposes. 

 

Here's how:

 

  1. Go to the + New button.
  2. Choose Bill.

  3. From the Supplier ▼ dropdown, select a supplier.
  4. From the Terms ▼ dropdown, click the bill's terms. 
  5. Fill in the Bill dateDue date, and Bill no.
  6. Input the details in the Category details section. 
  7. Enter the Amount and tax.
  8. Lastly, click Save and close.

 

Once done, you'll need to record the bill payments. For detailed steps, please see this article: Record payments towards bills.

 

Then, you can now attach a document to the bills for you to easily track it. Let me show you how:

 

  1. Open the bill.
  2. From the bottom left, choose Attachments.
  3. Browse and select the document you want to attach.
  4. Click Open, then Save and close.

 

Moreover, let me share this link to help you record a purchase, payment, or bill using a cashier's cheque in QuickBooks. It also covers some ideas on how to enter a bank fee.
 

Feel free to get back to this thread if you have further questions about managing vendor transactions in QuickBooks Online. I'll be happy to assist you again. Keep safe!

View solution in original post

3 Comments 3
SarahannC
Moderator

I am an Accountant and my client sends me attachment by clicking photo from the smart phone How to create bIlls from that attachment ?

Hello there, @sra-legaladvise-. Welcome to QuickBooks Community!

 

Creating a bill from an attachment can be done in a web browser. When creating directly from the attachment, the program gives us an option to create an expense.

 

If you consider doing it, you can follow the steps below: 

 

  1. Go to the Gear icon.
  2. Select Attachment under the Lists column.
  3. Tick the image or attachment.
  4. Click the Batch actions drop-down arrow.
  5. Select Create invoice or Create expense.
  6. Enter all the necessary details

 

As we can see, it'll automatically attach from the transaction.

 

If not, you can manually download the attachment and include when creating a bill. For additional tips, you can check this article: Attachments in QuickBooks Online.

 

Know that you can always tap me on my shoulder if you ever need anything else with QuickBooks. I'll be around to back you up. Stay safe sra-legaladvise-!

sra-legaladvise-
Level 1

I am an Accountant and my client sends me attachment by clicking photo from the smart phone How to create bIlls from that attachment ?

Yes I can Create Invoice or Expense but I cannot Create a Bill from the attachment. A Bill where No payment is made but in Expense Payment is mandatory

Rubielyn_J
QuickBooks Team

I am an Accountant and my client sends me attachment by clicking photo from the smart phone How to create bIlls from that attachment ?

I can see the importance of creating a bill from the attachment to your business, @sra-legaladvise-.

 

Currently, this option is unavailable in QuickBooks Online. As a workaround, we can manually create and pay the bill. Once done, let's add the attachment to the transaction for reference or tracking purposes. 

 

Here's how:

 

  1. Go to the + New button.
  2. Choose Bill.

  3. From the Supplier ▼ dropdown, select a supplier.
  4. From the Terms ▼ dropdown, click the bill's terms. 
  5. Fill in the Bill dateDue date, and Bill no.
  6. Input the details in the Category details section. 
  7. Enter the Amount and tax.
  8. Lastly, click Save and close.

 

Once done, you'll need to record the bill payments. For detailed steps, please see this article: Record payments towards bills.

 

Then, you can now attach a document to the bills for you to easily track it. Let me show you how:

 

  1. Open the bill.
  2. From the bottom left, choose Attachments.
  3. Browse and select the document you want to attach.
  4. Click Open, then Save and close.

 

Moreover, let me share this link to help you record a purchase, payment, or bill using a cashier's cheque in QuickBooks. It also covers some ideas on how to enter a bank fee.
 

Feel free to get back to this thread if you have further questions about managing vendor transactions in QuickBooks Online. I'll be happy to assist you again. Keep safe!

View solution in original post