I’m glad to see you on this thread, @lmoore2.
I want to ensure your concern will be addressed. Let me share some insight about uploading an attachment in QuickBooks Online.
QuickBooks Online allows you to attach documents like general journal entries, credit memos, bills, and credit card charges. You may also add documents to inventory adjustments, vendor profiles, and other fields. All eligible fields are marked with a paperclip.
To add a document, you first must upload it to the QuickBooks Documents Centre. Then, hit the paperclip, select the desired file from the list of saved documents, and double-click it to attach it. If necessary, you may attach multiple documents to the same transaction.
Furthermore, if you need to upload a batch of attachments and link them to other transactions later, for example, the terms and conditions document, then follow these steps:
Here's how:
- From the Gear icon, go to the List column.
- Select Attachments.
- Insert the file you want to upload by clicking the Attachment icon. Please note that the maximum file size is 20MB only.
Refer to this article to see a list of transactions where you can upload a file: Add or delete attachments in QuickBooks Online.
In addition, if you need to run basic financial reports, visit this page for more information: Run reports in QuickBooks Online.
If you have any questions or need clarification, please leave them in the comments section below. I'll respond as soon as possible.
