Document Center

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 ComputerScanner, 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.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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