Can/how do you attach receipts to an invoice?

Answer

Hello there, dennisktexas,

You can only attach receipts to your transactions once they have been added to QBSE. Let me share some details about it.

When the client pays the invoice, the payments will not directly post as income. You will need to manually enter the payments or connect your bank so these will automatically download.

To add an attachment, kindly follow these steps:

  1. Go to the Transactions tab.
  2. Locate, then double-click the transaction you want to add the attachment.
  3. In the Receipt section, click the browse hyperlink.
  4. Select the attachment saved in your computer, then click Open.
  5. Once done, click Save.

I've attached a screenshot below for your reference.

Here are some helpful articles that you can check on for the detailed information:

That should give you the information you need. Please feel free to post an update by clicking the Reply button below. You got me here to help.

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IntuitRea , Community Support Specialist
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