How do I directly attach back to an entry or transaction without saving it first on my computer?

We understand that you want to attach a file without saving it to your computer. I'm here to provide an alternative solution to this, manager37.

Technically, you'll have to save the document first before you can upload it to your transaction. Uploading without saving them first in your computer isn't possible. You can check out and use a third-party application for this so you won't keep on saving the attachment. 

For the meantime, you can attach a document to customer and vendor profiles by following the steps below:

For a vendor profile

1. Go to Get paid & pay and select Vendors (Take me there).
2. Choose a vendor, then select the Vendor Details tab.
3. Select Attachments.
4. Browse and select the file you want to attach, then select Open.

For a customer profile

1. Go to Get paid & pay and select Customers (Take me there).
2. Choose a customer, then select the Customer Details tab.
3. Select Attachments.
4. Browse and select the file you want to attach, then select Open.

For transactions

1. Open the desired transaction.
2. Select Attachments.
3. Browse and select the document you want to attach.
4. Select Open, then Save and close.

To learn more on what are the supported file types and how you can view, edit and delete attachments in QuickBooks. Go through this article for more details: Add Or Delete Attachments In QuickBooks Online.

Moreover, QuickBooks offers different kinds of reports that will tell you the aspects of your business. To filter specific information you need, learn how to customize them using this handy article: Customize Reports In QuickBooks Online.

Please get back to us if you have any question about attachments or your transactions. We're here to make sure you'll get covered.