Attach to formsįigure 3: Many QuickBooks forms display the Attach File icon. Click OK, and the Doc Center will display again with your new scanned document in the list. When you’ve finished, click Done Scanning and enter any desired descriptive details. If you’ve opted to see a preview, that page will appear for your approval.Ĭlick Done, and you’ll have several options for working with the image. After you’ve selected it and your other Scan Options, click the Scan button.
The QuickBooks Scan Manager should open and locate your printer or scanner. You can also scan documents directly from your scanner into QuickBooks. Note: To bring in documents, you can also drag and drop them from Outlook, folders or your desktop. Other buttons here let you Open the file or Remove it. You can enter information in fields here to add a Title, Description, Keywords and Comments.
Click on View Details, and a small window opens. Deeper descriptionsįigure 2: Once you’ve added files to the Doc Center, you can view and add details or open the original document.Ĭlick in the box in front of the file name, and buttons in the lower right of the screen will light up. QuickBooks will return you to the main Doc Center screen, and you’ll see the name of your file and the time added in the first row of the data table there. Browse to the pricing document you created earlier and double-click it.
Send forms on quickbooks for mac? Pc#
A window then opens that contains a directory of all of the folders and files on your PC and any external storage areas. Let’s say you have a special price list you often need to consult. You’ll see a screen that looks like the one pictured above. To get started, click on the Docs tab in the left vertical pane or open the Company menu and select Documents | Doc Center. But if you don’t have much experience working with file attachments or scanning paper forms, we can walk you through the process. It’s not difficult to work with documents in QuickBooks. In these cases, you can attach those background documents to the related QuickBooks forms. There are probably times when you have supporting documentation for invoices or customer and item records, for example. add them by locating them in your storage device or scanning them in directlyįigure 1: You’ll use the tools in the QuickBooks Doc Center to work with the documents you want to have available from within the program.The Doc Center contains tools you’ll need to work with your documents. QuickBooks provides a centralized area for managing the documents you want to keep close at hand.
Send forms on quickbooks for mac? software#
QuickBooks makes it possible to keep this information close at hand and easily accessible from the software itself. And you’re probably still consulting paper documents or stored computer files or scanned images that relate to your accounting data. Even though you’re making an effort to be as digital as possible with your accounting files, not everyone else is yet. Most small businesses are a long way from being “paperless,” despite the predictions so many people made when PCs became commonplace. If you’re using QuickBooks, the Doc Center can minimize your search time and ensure that important documentation is at hand. Your computer’s storage space may be well organized, but you can still waste time trying to hunt down the document you want - right when you want it.
0 kommentar(er)
