Small business management and accounting require keeping track of supplementary documents, information, and invoices – this all gets easier with QuickBooks Online attachments. In QuickBooks Online you can attach documents to customers, vendors and a myriad of transaction types including bills, checks, estimates, receipts, invoices, refunds and more.
QuickBooks Online attachments are great for storing accounting and specialty information. Currently, QuickBooks Online even allows you to send invoice attachments via email. But what if you want to use a billing campaign with recurring text messages and email to send an attachment with an invoice to a customer? How do you use QuickBooks Online attachments to attach a document to a customer profile and use that in your daily small business operations? What’s the best way to send an invoice or a billing reminder from QuickBooks?
QuickBooks Online attachments work great on the accounting side of your business, while SnapDsk attachments work great on the operational side. Using QuickBooks Online and SnapDsk together to store documents will ultimately mean you can send billing and invoice reminders to customers from QuickBooks Online seamlessly from end-to-end. SnapDsk’s attachment and SMS text messaging features are becoming robust. Expect this full functionality soon. For now, here’s how to attach documents in QuickBooks Online and SnapDsk.
You can add attachments to any of the following types of transactions: