Using attachments in QuickBooks saves time and office space – easily access information with a few clicks of the mouse and no file cabinets needed! Attachments can be added in nearly all areas of QuickBooks, wherever there is a paperclip icon.
Here are some examples:
Attach W-4 for employee in their file in Employee Center
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Attach W-9 for vendor in their file in Vendor Center (for 1099 purposes)
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Attach receipt to check/debit or credit card transaction entered
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Attach invoice from vendor to bill entered in QuickBooks
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Attach bank & credit card statements and reconciliations under the account in Chart of Accounts
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For QuickBooks Desktop, attachments are stored in an Attach folder in the same area as your company file – make sure to back up this folder as it is not backed up with a regular QuickBooks backup.
