How to Attach Documents to Customers in QuickBooks?
Today we will tell you How to Attach Documents to Customers in QuickBooks? We will know about this in detail and tell you How to Attach Documents to Customers in QuickBooks?
What Is Quickbooks?
Quickbooks is a software that has made it easy for small business to big business who are small traders or big traders, they used to have a lot of problem to manage their account but quickbooks software has made it very easy, this software is very easy. It is simple and everyone will run this software, with many features in this software, today we will talk about one such feature that How to Attach Documents to Customers in QuickBooks?
1. First you open QuickBooks Account
2. Then you click on the "Customer" tab for the Customer Information Window.
3. After this you click on the customer whom you want to edit. Select the "Attachment" icon Option from the menu bar. You can choose to attach from your computer, scanner, doc center or you can just drag the file directly into the attachment window. Emails and attachments from Outlook can also be dragged into the Attachments window.
4. When you are finished attaching the document, click on the option of "Done".
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