How do you use the 'Attach a file' feature on transactions?

How do you use the 'Attach a file' feature on transactions?

• A. Use the Attachments option to add receipts or supporting documents to the transaction.
• B. Use Notes only.
• C. Email attachments to vendor.
• D. Snap a picture with the mobile app and attach to customer record.

Answer: (A)

Attaching a file to a transaction keeps receipts and backing documents directly with that specific transaction, making everything easy to review later. In QuickBooks Online, open the transaction (invoice, bill, expense, etc.) and use the Attachments option or the paperclip icon to add a file. You can upload receipts, PDFs, images, or other documents, and the attachment stays with the transaction for future reference. Notes are for text memos and don’t attach files. Emailing attachments to a vendor isn’t how the transaction’s documents are stored in the record. Attaching to a customer record on mobile would place the file on the customer, not the transaction itself. So the correct approach is to use the Attachments option to add receipts or supporting documents to the transaction.

Attaching a file to a transaction keeps receipts and backing documents directly with that specific transaction, making everything easy to review later. In QuickBooks Online, open the transaction (invoice, bill, expense, etc.) and use the Attachments option or the paperclip icon to add a file. You can upload receipts, PDFs, images, or other documents, and the attachment stays with the transaction for future reference.

Notes are for text memos and don’t attach files. Emailing attachments to a vendor isn’t how the transaction’s documents are stored in the record. Attaching to a customer record on mobile would place the file on the customer, not the transaction itself. So the correct approach is to use the Attachments option to add receipts or supporting documents to the transaction.