QuickBooks for Mac 2014 User’s Guide 216
To scan an attachment
1 In the record or transaction, click .
2 Click (down at the second from the bottom right of the Attachment window). The scan window
opens.
3 Choose the options and settings for the scan.
Tip: Give the scanned file a meaningful name now, so you can find it easily later.
Another Tip: If you want OCR to be able to read this scan and let you search for terms inside it later
on, set the resolution to at least 300 dpi.
4 Click Scan.
After your scanner's finished scanning, the Scan window closes and your new attachment shows up in the
Attach Documents window.
Tips and tricks for attaching files in QuickBooks and using the
Attached Documents Library !
!
• If you need other people to access attachments in QuickBooks multi-user mode, you've got to do a couple of
things:
o Set up your Attached Documents Library on a shared drive.
o Grant your users access to the records and transactions that have attachments you want those
users to see.
• You can set QuickBooks to back up your attachments as long as you're in single user mode. Go to QuickBooks >
Preferences and check Back up attached documents library.
• After you've scanned an attachment in, you can change its name by selecting it in the Attachments window,
double-clicking the name, and changing it. But there's a trick you need to know: You're only changing the name
of the attachment you see in QuickBooks, not the name of the file saved on your disk.
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