Skip to main content
M
Mo Freetime
October 14, 2022
Question

attach receipt to already created transaction

  • October 14, 2022
  • 1 reply
  • 0 views

Hi. I hope I can explain this well enough. My client has asked me to create an expense transaction (which I have done, of course). After the transaction was created, she sent me a photo of the receipt via her app. I can see it on the desktop, but can't work out how to "attach" it to the already existing transaction. All I seem to be able to do is review it ready to create a new transaction (which I don't want to do). Can anyone help me work out how to simply attach it to the existing transaction?

1 reply

AlcaeusF
AlcaeusF
October 17, 2022

Hi there, Mo Freetime.

 

I can provide details about adding an attachment to an existing transaction in QuickBooks Online (QBO).

 

To add an attachment to an existing transaction in QBO, all you need to do is to open the expense transaction in question. Then, click the Attachments option.

 

Here's how:

 

  1. In QBO, open the desired transaction.
  2. Click Attachments.
  3. Browse and select the document you want to attach.
  4. Choose Open.
  5. Once done, hit Save and close.

 

For more information about managing attachments in QBO, consider checking out this article: Add or delete attachments in QuickBooks Online.

 

I also recommend visiting our website for tips and other resources you can use in the future: Self-help articles.

 

Please let me know if you have more questions about this or anything else QuickBooks. I'll be happy to assist. Keep safe.

Terms & ConditionsAccessibility statement