In QuickBooks 2012, Intuit added the Doc Center to keep track of documents you use with QuickBooks like receipts, bills, etc. Earlier versions of QuickBooks provided this service for an additional fee to store documents online. As the documents are locally stored on your computer, the service is free.
To view the Document Center:
- Click Docs on the Icon Bar
Add a Document
To add a document to the Document Center:
- Click Add or Scan
- Follow the prompts to select the document from a folder or scan the document
Attach a Document to a Transaction
To attach a document to a transaction:
- Click on the paperclip
- Click Computer, Scanner, or Doc Center to add a document
- If you add the document from the Document Center, select the document and click Attach
- Click Done
Once you attach a document to a transaction, the paperclip will be green. If the document did not properly attach or the link is broken, the paperclip will be red.
The attached documents are stored on your computer. If you move an attached document from its original location, it may break the link.