QuickBooks Training Post:

The attachment feature is not new to QuickBooks Online (QBO), but it keeps getting easier to use. There really is little excuse for losing receipts anymore. Even the small ones. Take a picture with your phone and upload to a Dropbox account. Then, attach to the transaction in QBO in the next bookkeeping session.

So, how has it become easier?

Wherever you are recording transactions in QBO, there seems to be a way to attach a receipt, or some other document if needed.

Matching and entering transactions from the Bank Feeds feature is a frequent task. You can add your attachment there.

Click on a Bank Feeds transaction then on the Attachment link. In the screenshot above, a Dropbox folder was chosen and the new receipt image there selected as the attachment. It takes a second or two for the image to upload. Make sure the other information is correct and either Add or Match the transaction.

If you use forms, like the check form, to enter transactions in QBO, adding attachments is even easier. Just drag the image to the appropriate area on the form.

This works for most transaction forms including credit cards.

Perhaps you use the register in your entry of accounting transactions. Attachments are simple to add there as well.

First, be sure your register is setup to include a column for attachments. You do this by clicking on the gear icon in the upper right area of the register. Make sure Attachments is selected as one of the columns.

Once that selection is made, click on the Add Attachments link when entering your transaction.

There is also an Attachments page. You access that by navigating to Gear->Attachments.

This is the place you want to go if you have several attachments. You can drag them all here, then attach them to individual transactions later.

Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor
7791 NW 46th St. Suite 109
Doral, FL 33166
954-414-1524
hector@garciacpa.com

 

The post File Your Receipts With QBO appeared first on QuickBooks Training & QuickBooks Consulting. Best rated in Miami & Broward.

Source: Hector\’s QuickBooks Blog

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