jenakason
Level 2

Receipt Management

I am looking to attach copies of vendor invoices/receipts to every expense transaction. In using the new receipt management feature, where do these files live? Is is still the attachments center in Quickbooks? I have a file in the same folder as my QB company file called 'Attachments' as well. Essentially, is the receipt management feature just a different way of doing what I was previously trying to do with the Attachments Center?

 

I have thousands of receipts (in jpeg or pdf form) saved in folders on my Desktop. They are named according to the vendor name and date. However, when I try to attach each receipt to the corresponding transaction, it changes the name of the file to something random with a bunch of numbers and letters. How do I get it to keep the name of my original file as what it was originally named (with vendor and date)?

 

Any help would be appreciated! In starting this project I want to make sure I am doing it right the first time and don't get stuck putting a bunch of time into something that won't work or look how I want it to!