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September 26, 2019
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Can I attach a copy of a credit card bill into my quickbooks on the line where I wrote a check to make the payment?

  • September 26, 2019
  • 1 reply
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I've written a check for a credit card payment.  Can I copy the credit card bill and put it into that line item so it's available to view should I ever need to go back to it?

Best answer by MJoy_D

Let me show you how to attach a file when creating a cheque, ginger22102

Yes, you can add an attachment to your cheques in QuickBooks Online. You have this option from the bottom left when creating it. Here's how:

  1. Go to the Create/Plus icon (+) at the top and select Cheque.
  2. After adding all the necessary information for this, scroll down to the button to add your attachment.
  3. Click the Attachments box, to add the file. 
  4. Tap on Save and Close button once you're done.

For more information about the file types that you can attach, check this article: Attachments in QuickBooks Online

You can also add some information about this credit card bill on the Description column from the Item details section. See this article for detailed guidance on how to write cheques

You can always get back to me if you have questions or other concerns by leaving a comment below. I'm always here to assist. Have a great rest of the day. 

1 reply

MJoy_D
MJoy_DAnswer
September 26, 2019

Let me show you how to attach a file when creating a cheque, ginger22102

Yes, you can add an attachment to your cheques in QuickBooks Online. You have this option from the bottom left when creating it. Here's how:

  1. Go to the Create/Plus icon (+) at the top and select Cheque.
  2. After adding all the necessary information for this, scroll down to the button to add your attachment.
  3. Click the Attachments box, to add the file. 
  4. Tap on Save and Close button once you're done.

For more information about the file types that you can attach, check this article: Attachments in QuickBooks Online

You can also add some information about this credit card bill on the Description column from the Item details section. See this article for detailed guidance on how to write cheques

You can always get back to me if you have questions or other concerns by leaving a comment below. I'm always here to assist. Have a great rest of the day. 

September 26, 2019
OMG - thank you so much.  This is fabulous.  I'm assuming I will need to scan the document and then select it and import it -- but I can likely figure that part out.  I just was not aware of that capability.