If you need to add Attachments to your Transactions or Customers (Invoices, Bills, Estimates, Payments, Refund Receipts, Customers, etc.) in QuickBooks Online, you can use Business Importer. How to do this, read below.
How to attach documents to invoices or estimates or other transactions in QuickBooks Online
Add New Attachments to New Transactions during import in QuickBooks Online with Business Importer
- Prepare your Excel (or CVS) file you’re going to import into QuickBooks Online. Your file should contain the column with links ( standard URL and DropBox links supported) refering to the attachments you want to add to corresponding transactions. You can name the column as Attachment: File Link. See the example of your import file:
- Sign in to Business Importer. Go to Import tab and start your ordinary transactions import into QuickBooks Online, using Business Importer.
- In the Mapping step map your labels with QBO labels. Attachment: File link – is the label that corresponds to attachments for your transactions.
- Start your import and check out the results.
Import log in Business Importer
You see that ll attachments are created and linked to your transactions.
Import results in QuickBooks Online.
Read how to add new attachments to existing documents in QuickBooks Online, how to import attachments separately to QuickBooks Online, how to import new transactions and link them to existing attachments in new articles.