As a business owner, apart from recording and having your financial records intact via an accounting software, it is important that you attach an evidence of all your accounting records to verify the authenticity of each record for control, audit and tax purposes.

This can also save you 99.9% document search time during year-end audit and transaction verification exercise.

QuickBooks makes this process easy via a document attachment icon. On every window (invoice, receipt, payments, cheques, deposit etc), you can scan all source documents relating to a particular transaction and attach on your QuickBooks window, record data, then save and close

Here are steps to documents attachment in QuickBooks

Use this window to attach the document on your computer window:


Select the document you want to attach:

Click Open


Click Done to finalize the process:

You document has been attached to the invoice:

For more information on how we can set your business up on QuickBooks, CONNECT with us on  09092942048, 08175420054 or SEND us your request:

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