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Attach a document to a record

You can attach documents to any record, such as invoices, customers, estimates, and vendors.

To do this task

  1. Find the record you want to attach a document to.

  2. In the record's menu bar, click the Attach button. The Attachments window opens.

  3. Choose how to attach your document:

    • From your computer.

      Click the Computer icon and browse to find the file. Select the file and click Open. (Ctrl-click or Shift-click to select multiple documents.)

    • From your scanner.

      Click the Scanner icon. Place a document on your scanner and click Scan. Click Done Scanning when the scanner is through.

    • From the Doc Center.

      Click the Doc Center icon. The Select Doc Center Documents window opens and shows you documents already added to QuickBooks. Select the document you want to attach and click Attach.

    • By dragging your document into the Attachments window.

      Select the document from your desktop or from within another application, like Outlook or Windows Explorer, drag it to the Attachments window, and drop it in the drop area.

      You can also drag an email or attachment directly from Outlook to the drop area. Or easily add multiple documents by dragging a folder to the drop area.

  4. When you're through attaching documents, click Done.

See also

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PPRDQSSWS902 9142 Pro 2018 5d0088