QuickBooks for Mac 2014 User’s Guide 215
To create an attachment
1 Open the transaction window (Invoices, Enter Bills...whatever you need) or record center (Customer
Center or Vendor Center, that is).
2 Click at the top right corner of the window. The Attachments window appears.
3 Click at the bottom left corner of the Attachments window. Your Mac's folders and files appear.
4 Find and select the attachment (remember, that's any kind of file you want to attach).
5 Click Open. QuickBooks attaches the file you chose to the record or transaction. A box with the
document's name, date, thumbnail, and keywords appears in the Attachments window.
6 Your file probably doesn't have any search keywords associated with it. Add some in the Keywords
box so you can find this file later if you're searching for it. Tip: Use commas or spaces to separate the
keywords. You can't create multi-word key phrases.
7 Close the Attachments window by clicking anywhere outside of it. (Yes, really.) That's it—you've
attached a file to your transaction or record. Important: QuickBooks doesn't move your files from
their original folder. Instead, it makes a copy of the attached file and puts it into the Attached
Documents Library you chose in the Attachments Preferences (see page 251).
To remove an attachment from the Attachments Center
1 Open the record or transaction you want to remove the attachment from.
2 Open the transaction or record (for example, the invoice or the customer) you want to remove an
attachment from.
3 Click at the top right corner of the window. The Attachments window appears.
4 Choose the attachment you want to remove. The attachment's title bar turns blue when it's chosen.
5 Click the – at the bottom left corner of the Attachments window.
6 Click OK if you're sure you want to remove this document.
QuickBooks removes the attachment from this transaction or record and deletes it from your Attached
Documents Library.
To preview and open an attachment
1 Choose the attachment you want to preview.
2 Click (down at the bottom right of the Attachment window). A smallish preview of the
attachment opens.
3 If you want to open the attachment in its native application (or Preview if its an image), click Open
with... in the preview window.
To Next Page
Loading...