QuickBooks for Mac 2014 User’s Guide 251
Attachments preferences
Attachments preferences let you create a folder where you can put documents, photos, and other files you'll
attach to invoices, customer info, and other QuickBooks transactions and files.
You can also choose to apply optical character recognition (OCR) to photos, drawings, and other graphic files. OCR
means that QuickBooks will analyze your photo or graphic for text. When you search for words in QuickBooks, it'll
find any attached photos and graphics files with those words in them and show them to you as search results.
If you think (or know) that OCR is going to be important to you, be sure you've optimized your graphics files so
that QuickBooks can read them clearly.
How do I set Attachments preferences?
1 Go to QuickBooks > Preferences.
2 On the Preferences pane, click Attachments.
3 Click the Attached Documents Library menu to choose or create a folder on your Mac where all your
QuickBooks attached documents (which actually means all kinds of files, not just Word or other
documents).
4 Choose Create New to create a new folder to use as the Attached Documents Library.
5 Choose Select Existing to select a folder that's already on your Mac to use as your Attached
Documents Library.
6 Check the OCR box if you want QuickBooks to read your photos and graphics and make them
available for searches later on.
7 Click the red X at the top of the pane to close Preferences. QuickBooks saves your choices
automatically.
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