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Buy nowI would like to know if it's possible in Quickbooks Enterprise Desktop 2022 to do the following:
I am using the Mobile App to "Snap and Upload Documents".
I am then Adding the Document to a Customer (in the Customer Center - I am clicking on Customer's name and attaching it on the Customer Information screen).
THEN, when I'm ready to invoice my customer for these materials costs, I want to be able to take those documents and move them from the "Customer" over to the "Invoice" as an attachment to the invoice.
Basically, what I'm doing is uploading/adding copies of my vendor invoices for materials that I'm tracking, so that I can bill the customer at some point in the future for those materials. I don't want to have to try and find them in the Document Center and re-attach them when it's time for me to prepare an invoice to my customer.