Brandon, MB––September 20, 2019: QuickBooks hosts a central space for documents that are deemed important by a business. This space contains a selection of tools that would be necessary to work alongside your documents that will enable you to add them by browsing through your storage device or scanning them in directly, search for them and either remove or detach them.
The Doc Center is a one stop shop for all documents related to vendors, customers, employees and other transactions, available at no additional cost to users of the Desktop edition of QuickBooks 2012 or later.
As per Intuit, you can, for the most part, attach documents to anything in QuickBooks that has the paperclip icon. You cannot, however, attach documents to sales representatives, customer messages, payment methods, or shipping methods. The best part is that there is no limit on the number of attachments per transaction. A manual backup, however, must always be made of the Attach folder as QuickBooks backup does not include Attached Documents. When restoring a backup, you must paste the Attach folder into the same location as your restored company file.
Among the types of files the Attached Documents feature can handle are PDFs, Excel files, Word files, Notepad files, JPGs and other images, sound files, and more.
Because QuickBooks permissions are enforced within the Document Centre, a user will only see attachments for the QuickBooks items and transactions that they have permission for. A user who does not have the permission to view invoices would not be able to see any attachments associated with invoices.
As convenient as the document center may be, certain issues crop up time and again that stop this tool from functioning at its fullest. Common errors include missing attached documents after changing a file name or location.
When using QuickBooks Attached Documents to attach documents, an Attach folder is created and stored in the same location as the QuickBooks Company file. Renaming or moving the company file to a different location breaks the connection between the Attached Documents and company file. Another common issue is with scanning or attaching documents, being unable to email transactions or send forms.
E-Tech’s team of committed in-house engineers assist with all your QuickBooks document center related issues. For more information, visit https://e-tech.ca/QuickBooks-Document-Center-Errors-and-Repair.aspx
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