QuickBooks attachments: Add Attachments to your Transactions in QuickBooks Online, using Business Importer. Part I

attachment

If you need to add Attachments to your Transactions or Customers (Invoices, Bills, Estimates, Payments, Refund Receipts, Customers, etc.)  in QuickBooks Online, you can use Business Importer. How to do this, read below.

How to attach documents to invoices or estimates or other transactions in QuickBooks Online

Add New Attachments to New Transactions during import in QuickBooks Online with Business Importer

  1. Prepare your Excel (or CVS) file you’re going to import into QuickBooks Online. Your file should contain the column with links ( standard URL and DropBox links supported) refering to the attachments you want to add to corresponding transactions. You can name the column as Attachment: File Link. See the example of your import file: attachment file link
  2. Sign in to Business Importer. Go to Import tab and start your ordinary transactions import into QuickBooks Online, using Business Importer.
  3. In the Mapping step map your labels with QBO labels. Attachment: File link – is the label that corresponds to attachments for your transactions. QuickBooks attachments
  4. Start your import and check out the results.
    Import log in Business Importer import log new
    You see that ll attachments are created and linked to your transactions.
    Import results in QuickBooks Online.
    QuickBooks attachments: result

 

Read how to add new attachments to existing documents in QuickBooks Online, how to import attachments separately to QuickBooks Online, how to import new transactions and link them to existing attachments in new articles.

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

Business Importer - business accounting software 

 

 

 

adodvolha

This entry has 0 replies

Comments open

Leave a reply

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>