QuickBooks Accountant Desktop 2016 and Enterprise Desktop 16.0 add even more tools and improvements to empower you and your clients to work more efficiently. These features include: NEW! BATCH DELETE/VOID TRANSACTIONS Included with: QuickBooks Accountant Desktop 2016 and all editions of QuickBooks Enterprise Desktop. Oct 25, 2018 - How to attach a document. From the left menu, select Expenses, then Vendors. Choose the desired vendor, then Vendor Details. At the bottom left of the page, select Attachments. Browse and select the file you want to attach, then select OK.
These tips and tricks come from QuickBooks Online Blogger Jennie. She is a superfan of The Office, especially the accountants. Read what she has to say about QuickBooks attachments.
QuickBooks attachments: tips and tricks Did you know QuickBooks lets you upload attachments and link them to your transactions? Not only is this helpful for keeping good tax records, but enhances customer communication as well. This article explains the basics of attachments, with some tips and tricks sprinkled in. Why use attachments? Here are just a few examples of why you might want to use attachments:. Attach receipts to expenses or checks made at restaurants, hardware stores, etc. Attach contracts, pictures, and drawings to estimates or invoices.
Attach bills to bill payments and/or checks and expense forms. That way, you or your accountant have instant access to source documents at tax time. How to upload attachments Attachments can be in the form of PDFs you receive from vendors, or you can scan or snap photos of paper receipts, bills, contracts, etc. Get these on your computer to get started.
You can upload attachments from two places in QuickBooks:. The Attachments page. This is convenient when you just want to upload a batch of attachments and link them to particular transactions later.
Individual transaction forms. You can upload and link attachments while you’re entering a new transaction, for example, an invoice, estimate, or expense.
Uploading attachments on the Attachments page Go to the QuickBooks Attachments page: Gear Attachments. Upload attachments by dragging and dropping them here. (You can also click the paper clip to select files.) Export a ZIP file of, or create an invoice/expense with, multiple selected attachments.
Print a list of your attachments. Set the columns and rows you want to display. Download an attachment. Edit, delete, or create an invoice/expense with, a single attachment. This column shows which attachments are linked to invoice or expense transactions.
A few tips: TIP: You can sort attachments by amount. When you click Edit for an attachment, enter the amount in either the File Name or Notes field.
Then back on the Attachments page, click the Name or Note header to sort by that column. TIP: You can scroll the attachment preview window. When you click Edit for an attachment, click the Preview window and then use your mouse to scroll (both horizontally and vertically) around the attachment to zoom in on the details. You can also use the Left, Right, Up, and Down arrow keys. Uploading attachments while you’re creating a new transaction.
Create a transaction by clicking Create (+), for example, click Create (+) Estimate to create an estimate. On the estimate form, scroll down to the Attachments section. You can either drag and drop new attachments, or click Show existing to see a list of existing attachments you can link to on the right side of the form. TIP: You can email an attachment together with the form it’s linked to.
For example, to include a photo of a project draft along with its estimate, just click Attach to email and then click Save and send. Notes. You can sort and resize columns in the Attachments list. One last tip: you can attach email receipts, too. For example, Uber and Amazon send email receipts; just save them as PDF and then upload to QuickBooks!
For example on a Mac, view the email you want to save, press Command-P, and then choose Save as PDF in the Print Window. Thanks to Trevor from and Jennifer for contributing to this article!
7Identify the account. For check transactions, you use the Account field to identify the expense that a check pays or the asset that a check purchases. For deposit transactions, you use the Account field to identify the sales revenue account that the deposit represents.
For Transfer transactions, use the Account field to identify the other bank account involved in the transaction. You can enter the Account name in the Account box, or you can open the Account drop-down list and select the account that you want. 9(Optional) Split the transaction. If a transaction needs to be assigned to more than one account, click the Splits button.
QuickBooks then displays the Splits area in the register window. The Splits area lets you split a transaction among several accounts. For example, a check that pays both office supplies and computer repair expenses can be split between these two expense accounts. Similarly, a deposit transaction that represents both product revenue and service revenue can be split between these two accounts.
After you finish with the Splits area, click its Close button. You can erase the Splits detail by clicking the Clear button. You can also tell QuickBooks to recalculate the payment or deposit amount by using the split transaction data simply by clicking the Recalc button. The Splits area also lets you do something that isn’t possible inside the regular register: You can use the Splits area to record customer and job information, class information, and billing information. To do this, use the Customer:Job column, the Billable column, and the Class column.