QuickBooks Online’s Attachments functionality supports a paperless workflow for those of us speeding into the future with our web-based business processes.
You can upload documents to the Attachments list in QBO. From there you can create a new Invoice or Expense and the document will automatically attach to this new transaction. Or you could just let the document stay there in the Attachments list, archived and unlinked.
When working on a transaction you can click the paperclip icon to attach a document from your drive. But you couldn’t attach a transaction from the Attachments list. Until now.
QBO added a tiny new link that you may not have even noticed unless you were looking closely. QBO guru, Cathy Iconis, pointed it out to me. From a transaction, in the Attachments section near the bottom of the screen, click the new link browse existing.
This will cause the Attachments Drawer on the right side of the screen to pop out and show you attachments that you can add to your transaction. You can filter between unlinked or all transactions. You can add or preview each transaction in the drawer.
Now you can more easily perform work in batches or separate the duties between different staff. Happy attaching!
QuickBooks® Online (QBO) is an integral part of our firm’s all-cloud workflow. Whether engaged as our clients’ entire accounting department, outsourced controller or cloud consultant, QBO is our tool-of-choice for the general ledger. Regardless of physical location or operating system, QBO provides easy collaboration for all users. The latest QBO update brings us an intuitive new design and efficient layout. In fact,…
QuickBooks® Online (QBO) is an integral part of our firm’s all-cloud workflow. Whether engaged as our clients’ entire accounting department, outsourced controller or cloud consultant, QBO is our tool-of-choice for the general ledger. Regardless of physical location or operating system, QBO provides easy collaboration for all users. The latest QBO update brings us an intuitive new design and efficient layout. In fact,…
QuickBooks® Online (QBO) is an integral part of our firm’s all-cloud workflow. Whether engaged as our clients’ entire accounting department, outsourced controller or cloud consultant, QBO is our tool-of-choice for the general ledger. Regardless of physical location or operating system, QBO provides easy collaboration for all users. The latest QBO update brings us an intuitive new design and efficient layout. In fact,…
Is your QBO home page's Bank Accounts section telling you that you have transactions that need your attention? Do you know how to use QBO's Banking screen? What does "match" mean? Financial transactions (such as invoices, sales receipts, checks, bills, bill payments, transfers, and journal entries) are posted to the general ledger as debits and credits. QBO's "Banking" screen is…
QuickBooks Online (QBO), the #1 small business cloud accounting solution, is in its final phase of converting existing users to the new interface. If your QBO subscription hasn't been converted, it will be soon. Run your whole business a new and better way in the cloud. Work from anywhere, anytime with data that is up-to-date and secure. Work smarter, not…
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