Page 31 - Traditions Policies and Procedures
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1023.3 – QuickBooks Attaching/Receipts to Transactions
Results Statement: To assure copies of receipts are electronically attached to QB
transactions. Paper copies of receipts/invoices can be thrown away
after
Steps:
1. Scan the receipt and save it as a PDF or JPG and put it on the desktop (or somewhere you can do
a control-copy, control-paste.
2. Do a control-copy right click-copy on the file
3. Open the line item in the check register in QB
4. Double Click it to get to the check-writing screen.
5. At the top middle click the “attach file” button.
6. Click computer on the left.
7. Double Click on the drive that has “Data” or “Traditions…..database”.
8. Double click the folder named “attach”
9. On the keyboard push “Shift” and “Insert”. It should put the file in that spot.
10. That file will be on that transaction. To see it later double click the “Attach File” button on the
write check screen.
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