Attach a File to a Transaction

Sometimes it’s nice to have a copy of a bill or receipt. QuickBooks lets you attach files, like PDFs and images, to any transaction.

Attach a File to a Transaction

  1. Find and edit the transaction.
    Attach a File to a Transaction
  2. Scroll to the bottom of the screen, if necessary.
  3. Click the Attachments box.
    Attach a File to a Transaction
  4. Find and select the file you want to attach.
  5. Click Save and close.
    Attach a File to a Transaction

View an Attached File

  1. Find and edit the transaction.
    View an Attached File
  2. Click the desired file in the Attachments area.
    View an Attached File
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