888-846-6939 – QuickBooks® Smart Tips to Upload Attachments & Link Them to Transactions

Uploading attachments and linking them to your transactions has been a great feature of the accounting software QuickBooks. This striking feature not only helps you in managing all sorts of tax records but improves customer communication in an effective manner. Attachments matter the most and you need them for adding contracts, drawings, and pictures to invoices; you need them to add receipts to expenditures and checks; and you want them to add bills to bill payments so that you can ensure instant access to source documents at tax time. QuickBooks support plays a vital role in resolving issues concerned with the uploading and linking of attachments to transactions.

It is likely that your vendor will send you attachments in the form of PDFs, and scanned photos of paper receipts, bills, and contracts. To attach them to your transactions, you need to get them on your computer. When it comes to upload attachments, you have four places in QuickBooks from where you can upload the attachments: the Attachments page, individual transaction forms, the bank feeds page, and the register.

Upload attachments on the Attachments page

·         Go to the QuickBooks Attachments page: Gear > Attachments.

·         Upload attachments and export a ZIP file of multiple selected attachments

·         Then, print a list of attachments and set the columns and rows accordingly.

·         Then, download an attachment.

·         Using a single attachment, edit, delete, or create an invoice/expense.

·         Just check which attachments are linked to transactions.

Upload attachments while creating a new transaction

·         Click Create (+) to create a transaction or estimate.

·         Then, scroll down to the Attachments section on the estimate form.

·         Just drag and drop new attachments or click Show to view the list of existing attachments.

Upload attachments on the bank feeds page

·         Reach the bank feeds page. Choose Left nav > Transactions > Banking.

·         Then, click a transaction to add, and hit the Add Attachment button.

Upload attachments in the register

·         Switch on the attachments column. Choose Home page > Registers > table gear > Attachments.

·         Then, choose a transaction and then press the Add Attachment.

Contact  QuickBooks Intuit Phone Support to upload attachments in transactions by getting help from Intelli Atlas Inc helps QuickBooks users get freedom from various issues that are directly or indirectly associated with attachment uploading and linking to different transactions. With its 24/7 active QuickBooks Support Phone Number +1-888-846-6939, the independent tech support providing company gets connected to aggrieved QuickBooks users and offers them instant help via  remote access to desktops and laptops. Intelli Atlas’s  QuickBooks Intuit Phone Support Service Number  makes users feel free from long waiting period with its 97% call resolution rate.