How to add Attachments to all transactions in QuickBooks Online

Authored by: Support.com Tech Pro Team

1. Introduction

How to add Attachments to all transactions in QuickBooks Online

2. Attachments

All transactions can have attachments added to them. The attachments can be added by browsing to a file from the Customer's local computer or the file can be dragged into the attachment field from within any transaction.

Attachments can also be found and actioned from the Attachments Page.

If they need to upload a batch of attachments and link them to other transactions later, for example, the terms and conditions document, then follow these steps:

Gear Icon > Lists > Attachments.

• Drag/Drop files in the Attachments field, or click on the Attachments paper pin icon, find the location of the document to upload, and then click Save to upload
• Maximum size 25MB - is the total of the size of all attachments added to a transaction.
• Review the attachment under the Name column

The Attachments window also has the following features:

Batch Actions – Export and process transactions (Invoice and Expenses) directly from this window

1. Export the image or document, tick the box required and click Export from the Batch action drop down
2. Create Invoice or Create Expense, tick the document they want to be added to the transaction and choose either Create Invoice or Create Expense
3. Print the list of attachments in their file from the printer icon
4. From the grey settings icon next to the print icon, choose which columns are shown in this window
5. Edit, Delete, Create Invoice and Create Expense from the dropdown box under Action