QuickBooks Attachments

QuickBooks Online now allows you to upload attachments to transactions when you send them to your customers! 

What can you attach?
Everything! Receipts, pictures, checks, you can even attach bills!

How do you upload the attachments? 

There are two places you can upload attachments from: 
1) The Attachment Page: you can upload all different types of attachments here then upload them all later on the transaction you are sending
2) Individual Transaction Form: Upload the desired attachment while you are creating a new transaction



The Attachment Page:

Go to the QuickBooks Attachments page: 
Gear -> Attachments.

QuickBooks Attachments

 Upload attachments by dragging and dropping them, or click the paperclip icon

 Export a ZIP file of, or create an invoice/expense with, multiple selected attachments.

 Print a list of your attachments.

 Set the columns and rows you want to display.

 Download an attachment.

 Edit, delete, or create an invoice/expense with, a single attachment.



Transaction Form:
Create a transaction by clicking Create (+)

 click Create (+) -> Estimate to create an estimate.

On the estimate form, scroll down to the Attachments section.

You can either drag and drop new attachments, or click  "Show Existing" to see a list of existing attachments you can link to on the right side of the form.

Information from: http://quickbooks.intuit.com/blog/quickbooks-attachments-tips-and-tricks/


It is easy to upload an attachment to QuickBooks Online!

Have a question or concern regarding QuickBooks Online?
Call the QuickBooks Gal! 



Comments

Post a Comment

Popular posts from this blog

How to "Un" Apply Credits In QuickBooks

Image
Got a QuickBooks Mess? Call The QuickBooks Gal! Welcome to the QuickBooks Minute. I’m Jayne Miller, the QuickBooks Gal Recently, one of our Reno QuickBooks customers asked about "unapplying" credits in QuickBooks. While there are nicely labeled apply credits buttons, there are none marked unapply. This is the case for both customers (invoicing) and vendors (paying bills). So here is how it is done: For customers, it is a fairly easy process. Go to the invoice to which the credit was applied. Then click on the "Apply Credits" button. In the lower half of the new window that pops up is a list of Previously Applied Credits. Simply find the one, or ones you wish to unapply and click on the check mark next to it to make the check mark disappear. The credit will no longer be applied or tied to that invoice. For Vendors, i.e. bill payments, it is not as clean and simple. The only way to unapply a credit in such a case is to Delete the credit. You can then
Read more

QuickBooks Password Protection

QuickBooks now requires your employees to enter a password to view their pay stubs when you e-mail them. QuickBooks generates the passwords automatically; each password consists of the first four letters of the employee's last name followed by the last four digits of their Social Security number. Examples Name:                            SSN:                         Pay Stub Password: Ben Narramore              855-56-4545             narr4545 Deb D'Spain                  782-34-3419             dspa3419 Jimmy Wu                     903-88-7465             wu7465 Note that all characters must be entered in lowercase and punctuation characters are not included in the password. When a last name has fewer than four characters, the whole last name is used (like in wu above) but no additional characters are added. You will need to inform each employee of this new password requirement
Read more

Employee Salary/Wage Rate Report

Image
Welcome to another QuickBooks Gal Minute. I'm Jayne Miller, The QuickBooks Gal. Do you need to produce a report by Employee that lists only Employee Name and Wage Rate? In QuickBooks that's easy! Here's how to modify a standard report to include the data you want to report. In the top tool bar, select Reports Select Employees & Payroll Select Employee Contact List from the drop-down list Once inside the report, select Modify Report in the report tool bar In the "column" section, remove the check marks from the information choices you don't need. In the "column" section, place a check mark next to "Employee" In the "column" section, place a check mark next to "Earnings/1 Rate" This will customize the report to include only employee names & salary/wage amounts. As you explore the Modify window, you will find that there are many useful information options you can use to create really great custom reports...by the
Read more