QuickBooks Attachments
Contents
The QuickBooks attachments feature allows you to save related documents to your company file. This feature can help with your business organization as well as your tax prep at the end of the year. In this article, we’ll deep dive into QuickBooks attachments and will help you answer the following questions:
When can and can’t I use QuickBooks Attachments?
What File Types Can I Attach with QuickBooks Attachments?
Where are QuickBooks attached documents stored?
How do I add an attachment to an invoice in QuickBooks?
Can I email QuickBooks invoice attachments?
When can and can’t I use QuickBooks Attachments?
QuickBooks attachments can be identified using the paperclip icon. You can attach documents to transactions such as customers, employees, bills, invoices, sales orders, vendors, items, and sales receipts. You cannot use QuickBooks attachments for customer messages, shipping methods, or sales representatives.
What File Types Can I Attach with QuickBooks Attachments?
QuickBooks Desktop does not limit the file types you can use QuickBooks attachments for. The most common file types include PDF, DOC, PNG, JPEG, CSV and TIFF.
Where are QuickBooks attached documents stored?
QuickBooks attachments are stored in an ‘Attach’ folder next to the company file. Within the Attach folder, there will be nested folders. The first nested folder is the company name. This is the connection link between your company file and the QuickBooks attachments. If you happen to move your company file so it is not in the same directory or if the company file is renamed, the connection link will break and will no longer display the QuickBooks attachments until it is corrected.
Under the company name folder, you will see two folders – Txn and Inbox. The Txn folder will have its own nested directory. Each time you add a new attachment, a new nested folder will be created and the attached document will reside within it. The Inbox folder will contain a directory of transactions that have been detached.
How do I add an attachment to an invoice in QuickBooks?
QuickBooks attachments can easily be added to an invoice following these steps:
- Enter in the invoice details
- Select the Attach File
- Select to attach from your local PC, your scanner or the Doc Center
- Select your file(s) you want to attach
- Select Done
You should notice a number next to the Attach File icon. This will match the number of documents attached from Step 4.
Can I email QuickBooks invoice attachments?
Yes! After you follow the steps above and successfully add your documents as QuickBooks attachments, you can then email those QuickBooks invoice attachments. Simply select the email option and select to email the QuickBooks invoice attachments.
Share and Backup your QuickBooks attachments with Qbox!
Most are unaware that QuickBooks attachments are not included in the local backup process. Intuit suggests you make manual copies of your QuickBooks attachments folders often to avoid accidental loss. Alternatively, you can forget that hassle and use Qbox. Qbox will backup up to 20,000 attachments to the cloud as well as share them with remote users. To learn more, visit https://www.qboxplus.com/features/
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn