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Replying to:
MorganB
Content Leader

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Thanks for following up with that additional info, PacMech.

 

I want to make sure you're able to get the necessary documents attached to the invoice in your QuickBooks Desktop account.

 

At this time there isn't currently a way to directly move an attached document from a customer profile to an invoice. However, I do recommend using the QuickBooks Desktop Doc Center. Once a document is uploaded to the Doc Center it can then be attached at any time moving forward. Here's how:

 

1. In the Company menu, select Documents, then Doc Center.
2. Choose the Mobile tab to view the documents added from your mobile device.
3. Select Add to bring the document to your Document Center and use it later. 

 

The following article provides additional info about attaching documents to transactions in QuickBooks Desktop.

 

That will do it! Please don't hesitate to reach back out if you have any other questions.

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