QuickBooks for Mac 2014 User’s Guide 214
from the bottom of the customize window, onto the Toolbar. Type a description and pick an icon to use for the
link.
• Resize the toolbar. Drag the lower right corner of the toolbar down to lengthen it, or up to shorten it.
• Move the toolbar. Drag the toolbar's title bar to its new position.
• Hide the toolbar. Choose QuickBooks > Preferences > Toolbar and deselect Display Toolbar. To redisplay the
hidden toolbar, reselect this checkbox.
Attaching documents and other files to QuickBooks
Got photos, contracts, work products, or samples that you want to attach to QuickBooks records? Now you can!
We've made it easy to keep track of any kind of files and documents you generate for specific customers, jobs, and
business transactions like estimates and invoices.
In QuickBooks for Mac, we call all of these kinds of files attachments or documents.
For example, Liz the Freelance Writer attaches the articles she writes to the invoices she generates—that way,
she's got an instant filing system that keeps everything together.
Places where you can attach documents
Here's a list of records you can add attachments to:
• Customers
• Vendors
And here are the transactions you can add attachments to:
• Estimates
• Invoices
• Sales Receipts
• Receive Payments
• Enter Bills
• Write Checks
• Enter Credit Card Charges
• Credit Memos/Refunds
• Purchase Orders
!
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