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PacMech
February 21, 2023
Question

Attach document to Customer-then move from Customer to Invoice

  • February 21, 2023
  • 1 reply
  • 0 views

I would like to know if it's possible in Quickbooks Enterprise Desktop 2022 to do the following:

I am using the Mobile App to "Snap and Upload Documents".

I am then Adding the Document to a Customer (in the Customer Center - I am clicking on Customer's name and attaching it on the Customer Information screen).

THEN, when I'm ready to invoice my customer for these materials costs, I want to be able to take those documents and move them from the "Customer" over to the "Invoice" as an attachment to the invoice. 

 

Basically, what I'm doing is uploading/adding copies of my vendor invoices for materials that I'm tracking, so that I can bill the customer at some point in the future for those materials.   I don't want to have to try and find them in the Document Center and re-attach them when it's time for me to prepare an invoice to my customer.

1 reply

Adrian_A
Adrian_A
February 21, 2023

Hi there, PacMech.

 

Once you upload the expense receipts in QuickBooks Desktop, they’ll show up in the For Review tab. This is where you can review, edit, match, or add transactions to the register.

 

That said, let's try repairing the documents link. Here's how:

 

  1. Click the Company menu.
  2. Under Documents, select Repair Attached Document Links.
  3. Click Repair Links.

 

Feel free to pin this reference for some FAQs about uploading receipts: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

I'll be around whenever you have concerns about uploading receipts.

P
PacMechAuthor
February 21, 2023

I don't believe you are understanding my question.  I'm not using the "Receipts" options, I'm using the DOCUMENT option- I'm simply taking a snap photo of my DOCUMENT through the mobile app, and adding it as a DOCUMENT to the customer just so that I can keep a copy of my materials invoices with the customer, until the time comes to invoice my customer - that way I have a copy of my vendor invoices that I have yet to bill my customer for all in one place.   (I do not want to automatically add receipts to my register, I have already manually posted the vendor invoice as a Bill in Quickbooks.)

 

My question is this - if I've attached a DOCUMENT to a "Customer" - is there a way to move that attachment from the "Customer" to my invoice as an attached document when I'm billing my customer?

MorganB
MorganB
February 21, 2023

Thanks for following up with that additional info, PacMech.

 

I want to make sure you're able to get the necessary documents attached to the invoice in your QuickBooks Desktop account.

 

At this time there isn't currently a way to directly move an attached document from a customer profile to an invoice. However, I do recommend using the QuickBooks Desktop Doc Center. Once a document is uploaded to the Doc Center it can then be attached at any time moving forward. Here's how:

 

1. In the Company menu, select Documents, then Doc Center.
2. Choose the Mobile tab to view the documents added from your mobile device.
3. Select Add to bring the document to your Document Center and use it later. 

 

The following article provides additional info about attaching documents to transactions in QuickBooks Desktop.

 

That will do it! Please don't hesitate to reach back out if you have any other questions.

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