Find answers to these commonly asked questions about QuickBooks Attached Documents.
QuickBooks Attached Documents (QAD) provides a way for you to keep documents related to your customers, vendors, employees, and transactions in one place within the QuickBooks Doc Center.
You can add documents to the Doc Center and then attach those documents to transactions, customers, accounts, etc. You can also click the attach button (a paperclip) to attach a documents to a transaction.
To access the Doc Center, choose Company > Documents > Doc Center.
Document Management was released as part of QuickBooks 2010 and QuickBooks Attached Documents was released as part of QuickBooks 2011.
In 2010 and 2011, both were subscription-based web applications that let you attach documents to QuickBooks items and records.
The subscription-based service was discontinued for QuickBooks 2010 after May 31, 2013.
The subscription-based service will be discontinued for QuickBooks 2011 after July 31, 2013.
In QuickBooks 2012 and newer, Attached Documents is an intergrated feature and does not require a subscription.
If you use QuickBooks 2011 or 2010 and you wish to continue to use Attached Documents, you must upgrade to the current version of QuickBooks.
You can view existing attachments; however, you cannot add new attachments.
You can attach documents to anything in QuickBooks that has the paperclip icon. This includes many list items such as transactions, accounts, customer names, vendor names, employee names, other names, and inventory items.
You can also attach documents to Company Info.
You cannot attach documents to sales representatives, customer messages, payment methods, or shipping methods.
The complete list of transactions and items that allow attachments:
There is no file size limit for attachments that you store locally, however there must be enough space on your local system to store the documents.
There is no limit on the number of files you can attach and store locally.
Your QuickBooks company file stores and maintains all your data. Learn how to back up your company file to further protect your data.
For more information about how we protect your data, visit our Online Security Center.
No, QuickBooks backup does not include Attached Documents. You should make a manual backup of the “Attach” folder which can be found in the same location as your QuickBooks company file.
Important: To ensure that your attachments are maintained, when you restore a backup, paste the "Attach" folder into the same location as your restored company file.
No. This is only available in QuickBooks 2014 using Web Mail and Outlook as mailing.
QuickBooks Help has several topics that you may find useful. Open QuickBooks, go to Help, then search for QuickBooks Attached Documents to see the full list of Help articles.
There are 2 ways to get help: