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Open documents

You can open a document in its native application from the Doc Center or Attachments window. This can be useful if you need to view the actual document while in QuickBooks.

Important: Any changes you make in an open document aren't saved to the attached document in QuickBooks. If you make changes, you should detach the existing document and then attach the newer version that contains the changes.

To do this task

  1. Select a document from the Doc Center or the Attachments window.

  2. Click Open. The application associated with the document type opens and displays the document.

  3. Close the document and application when you're through viewing it.

  4. Click Close or Done to close the Doc Center or Attachments window.

You can also double-click a document to open it.

See also

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