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Attaching Documents in QuickBooks Online

ZümiFi - making your life easier!

This is such a gift for recordkeeping! You can attach all kinds of documents within QuickBooks Online.

At ZümiFi, we love attaching ALL W9 forms received from vendors. We also love attaching copies of vendor bills and their receipts for expenses. But you can also attach documents on the sales side as well. So, for example, you can attach a copy of the sales invoice or receipt (great if it wasn’t generated directly from QBO).

Attaching Documents in QuickBooks Online

On the payment side, you can attach copies of the checks used to pay. While this encompasses a lot of transaction-level items, don’t forget that you can also attach lease agreements, service agreements, contracts, etc., to either the vendor or customer profile itself. So again, there are many options to ensure those records remain a part of your books!

Check it out …

ZümiFi – making your life easier!

Attaching Documents in QuickBooks Online

QuickBooks Consulting Services

If you’re still using desktop solutions to track your books, ZümiFi can offer QuickBooks consulting services. But if you’ve decided to get into the cloud, we can help you get there––smoothly and efficiently. We’re well-versed and experienced in migrations, both straightforward and complex. We’ll discuss all the details with you, craft a plan, and ensure that you get exactly what you need to start enjoying all the benefits of cloud bookkeeping and computing!


The Scope of ZümiFi’s QuickBooks Consulting Services:

Configure and set up QuickBooks with best practices to work effectively for your business.

Build customized reports and define how to get the most out of QuickBooks.

Navigate the intricacies of invoicing, inventory tracking, job costing, reconciling accounts, figuring sales tax, creating purchase orders, markup, payroll, subcontractors, and more.

Save you time and increase accuracy by entering information into your accounting system just once, then having it work as seamlessly.