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Attachments Center

If you've attached receipts, photos, contracts, drawings, or any other document to your QuickBooks records and transactions, you can find all those attachments in the Attachments Center.

To open the Attachment Center, go to Company > Attachments Center.

What can you do in the Attachments Center? Lots of things! Here they are:

To search for attachments

To search for attachments, enter a search term into the field at the top left of the Attachments Center window.

You can search for file names, dates, keywords in titles, and any word in a PDF or text document. If you've got the

OCR option turned on in your preferences , you can also search for any words in image files.

To preview attachments

  1. Select the attachment you want to preview.
  2. Click preview to preview the attachment. A bigger (but not full-sized) version of the thumbnail of the attachment appears.

To open attachments

Double-click the attachment you want to open OR select an attachment, click preview then click Open for Preview.

The attachment opens in its native application. (Images and PDFs open in Preview.)

This opened file is read-only. If you want to make changes to it, you need to save it as a copy, then go back to QuickBooks and attach it to a record or transaction.

To open the QuickBooks record or transaction the attachments are attached to

In the attachment's row, click the link to the record or transaction you want to open. It opens.

To export attachments

  1. Select the attachment you want to export.
  2. Click option menu and choose Export Document.
  3. Choose a folder to export the attachment to. You can rename the exported attachment if you want to.

    The attachment is saved to the folder you chose. It stays put in the Attachments Center too, and stays attached to its QuickBooks record or transaction.

To delete attachments

  1. Select the attachment you want to delete.
  2. Press Delete. OR Click option and choose Delete Document.
  3. QuickBooks asks you if you really want to delete this attachment. Click OK.

    QuickBooks deletes this attachment both from the Attachments Center and from the Attached Document Library. If you've got a copy of this attachment saved someplace else on your computer, that copy isn't deleted. But if the only copy of this file exists in the Attached Document Library, be sure you want to delete it before you click OK.