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March 1, 2024
Question

Attached receipts on charges and want to see them on a customer invoice

  • March 1, 2024
  • 1 reply
  • 0 views

I attach receipts on bills an credit cards charges and put a customer name on there as billable.  When I go to the customer invoice and add those expenses I want to be able to pull up all the attached receipts from those expenses.  Is there an easy way to see all of these attachments.

1 reply

March 1, 2024

Welcome to the Community forum, bal. 

 

I'm here to provide details about attachments in QuickBooks Desktop (QBDT). 

 

In QBDT, we can pull the receipts, and then we can manually attach them. Generally, attached files are in the Attach folder, located alongside your company file. This folder allows you to review all your saved or attached files.    

 

I'll add this guide for more thorough info about handling your attachments in QBDT: QuickBooks Document Center: FAQs and common issues

 

Don't hesitate to hit the Reply button if you have additional questions about managing attachments in QBDT. Take care!