Did you know QuickBooks lets you upload attachments and link them to your transactions?
Not only is this helpful for keeping good tax records, but enhances customer communication as well.
This article explains the basics of attachments, with some tips and tricks sprinkled in.
Why use attachments?
Here are just a few examples of why you might want to use attachments:
- Attach receipts to expenses or checks made at restaurants, hardware stores, etc.
- Attach contracts, pictures, and drawings to estimates or invoices.
- Attach bills to bill payments and/or checks and expense forms. That way, you or your accountant have instant access to source documents at tax time.
How to upload attachments
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