QuickBooks Online: Attachments
QuickBooks Online allows you to attach receipts, invoices, bills and much more!
Why Would You Want To use Attachments?
Useful when Tax season comes around! You can easily pull up the transaction and show the bill, invoice and receipt
How to upload:
Attachment Page: Gear > Attachments
This is helpful when you want to upload multiple attachments
You can drag and drop the PDF or JPG files into the attachment box on the top of the page, or click on the paper clip
Click on the transaction you wish to add an attachment to, or add a new transaction (fill it out like any transaction i.e date, amount)
On the bottom left there is a box that says attachment, click on the box or paper clip and upload the file you wish to attach.
How Can I Upload Documents To My Computer?
You can scan the documents on any printer/scanner and save them to your computer.
You might need to read your printer manual to find out how to scan photos from printer to computer
Get a scanner that plugs in to your computer via USB port
The QuickBooks Gal recommends ScanSnap
QuickBooks Online is made to help make running your business easier! Call The QuickBooks Gal to get set up with QuickBooks Online!