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December 10, 2019
Question

Can I move an attachment from one document to another in this case a credit card charge

  • December 10, 2019
  • 1 reply
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1 reply

December 10, 2019

Hi there,

 

Welcome to the Community. QuickBooks Online lets you add attachments to customer and supplier profiles, as well as their transactions. This allows for more organized record-keeping. It can also help your accountant manage your books at the end of the fiscal year.

 

I'll be happy to share more info on this. Here's how to attach a document:

 

For a supplier profile

  1. From the left menu, select Expenses, then Suppliers.
  2. Choose the desired supplier, then Supplier Details.
  3. At the bottom left of the page, select Attachments.
  4. Browse and select the file you want to attach, then select Open.

For a customer profile

  1. Select Sales, then select Customers.
  2. Choose the desired customer, then Customer Details.
  3. At the bottom left of the page, select Attachments.
  4. Browse and select the file you want to attach, then select Open.

For transactions

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

Note: You can upload a file directly to Attachments list without attaching them to a transaction or profile.

 

For more info on attachments in QBO, check out this helpful article: Attachments in QuickBooks Online. Feel free to contact our support team for further assistance using this link here