When using QuickBooks Attached Documents to attach documents, an Attach folder is created and stored in the same location as the QuickBooks company file. Here are some well-known issues with attaching documents in the Doc Center: Attached Documents are missing after changing file name or location To manage the files from a central location, open the Document Center from the Company menu.
Click once on the Seller name to bring up the Seller Information window.
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Here is a step-by-step guide on how to attach documents to a Seller You can also click the attach button to attach a documents to a transaction. You can add documents to the Doc Center by attaching them to transactions, customers, accounts, etc.
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This opens up a window that contains a directory of all of the folders and files on your PC and any external storage areas. If there is a price list you often work with, click the Add icon. To get started, we can use an example of a price list. It’s not difficult to work with documents in QuickBooks, but for those not too acquainted with the process, this simple walk-through will demonstrate how you can get the tool to work for you. For example, if you are opening up documents in Word all the time to review information while you are in QuickBooks, or you have contracts to look at, you can add these documents to the Doc Center in QuickBooks. The Doc Center helps manage documents related to your vendors, customers, employees and other transactions in one place.