QuickBooks for Mac 2014 User’s Guide 217
Attachments Center
If you've attached receipts, photos, contracts, drawings, or any other document to your QuickBooks records and
transactions, you can find all those attachments in the Attachments Center.
To open the Attachment Centers, go to Company > Attachments Center.
What can I do in the Attachments Center?
Lots of things! Here they are:
• Search for attachments. To search for attachments, enter a search term into the field at the top left of the
Attachments Center window. You can search for file names, dates, keywords in titles, and any word in a PDF or
text document. If you've got the OCR option turned on in your preferences, you can also search for any words in
image files.
• Preview attachments. Select the attachment you want to preview. Click to preview the attachment. A
bigger (but not full-sized) version of the thumbnail of the attachment appears.
• Open attachments. Double-click the attachment you want to open, or select an attachment, then click Open for
Preview. The attachment opens in its native application. (Images and PDFs open in Preview.) This opened file is
read-only. If you want to make changes to it, you need to save it as a copy, then go back to QuickBooks and
attach it to a record or transaction.
• Open the QuickBooks record or transaction the attachments are attached to. In the attachment's row, click
the link to the transaction or record you want to open. It opens.
• Export attachments.
1 Select the attachment you want to export.
2 Click and choose Export Document.
3 Choose a folder to export the attachment to. You can rename the exported attachment if you want
to. The attachment is saved to the folder you chose. It stays put in the Attachment Center too, and
stays attached to its QuickBooks record or transaction.
• Delete attachments from the Attachments Center and the Attached Documents Library.
1 Select the attachment you want to delete.
2 Press Delete.
OR
Click and choose Delete Document.
3 QuickBooks asks you if you really want to delete this attachment. Click OK.
QuickBooks deletes this attachment both from the Attachment Center and from the Attached
Document Library. If you've got a copy of this attachment saved someplace else on your computer,
that copy isn't deleted. But if the only copy of this file exists in the Attached Document Library, be
sure you want to delete it before you click OK.
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