QuickBooks allows you to attach ﬁles to checks. This is a really cool feature that allows you to treat QuickBooks like a ﬁling cabinet and the best part is it allows you to link the
receipt/invoice to the check that paid it….no more guessing if this was the check that paid the invoice or if it was another check. I really like this feature as it allows you to consolidate all the info you could need right within QuickBooks.
To do this, access the check and click on Attach File (1). Drop the ﬁle in the space provided (2) and click the Done button (3). As you can see the Attach File Icon has a number one by it (4) telling you there is a ﬁle attached.
To access the attached ﬁle, click on Attach File (4) and double click on the ﬁle (5).
Click on the screenshot below for a larger view.
Author: Scott Meister, CPA
I help small businesses, accountants, bookkeepers, office managers, and business owners with their accounting needs. I’ve used QuickBooks since 2002 and train folks on how to use it efficiently. I create high-quality video training tutorials for QuickBooks and post them on QBScott.com
Certified Public Accountant (CPA)
Certified Bookkeeper (CB)
Advanced Certified ProAdvisor for QuickBooks Desktop
Advanced Certified ProAdvisor for QuickBooks Online
Certified ProAdvisor for QuickBooks Enterprise
Certified ProAdvisor for QuickBooks Point Of Sale