Getting Started with QuickBooks Attached Documents1
To get started with QuickBooks Attached Documents1, you must associate your
subscription with your QuickBooks company file. Please note that each QuickBooks company
file may only be associated with one QuickBooks Attached Documents subscription.
Similarly, each QuickBooks Attached Documents subscription may only be associated
with one QuickBooks company file. You only need to do this once. Here are the steps:
- Open the QuickBooks company file that you would like to associate with your
QuickBooks Attached Documents subscription. It is important that you choose the
correct company file. If your company file is set up with multiple users, be sure
to log in as the Admin user.
- Please click any QuickBooks Attached Documents access point from QuickBooks.
You will find these on most transactions, certain list types like Customers, Accounts,
and Items, and the Company Information screen
- If your QuickBooks company file has not been associated with a QuickBooks Attached Documents
subscription yet, our welcome page will come up. Please click the "Sign In" button on our welcome page.
- Finally, you should see a dialog that looks like the image below.
Sign in with the same User ID and Password that you used when you signed up.
If you do not remember the User ID that you signed up with, try searching your email for a
"QuickBooks Document Management Signup Confirmation" from firstname.lastname@example.org.
The link in that email should take you to an Intuit Workplace sign-in screen with your
User ID prefilled. For further help, you may also use the
Forgot User ID? and Forgot Password?
Upon successful sign-in, QuickBooks will find your new QuickBooks Attached Documents1 subscription and
associate it with your QuickBooks company file. You're now set to use your new service!
Going forward, when you go to a QuickBooks list or transaction and click the
QuickBooks Attached Documents "Attach" paperclip, you will be taken to an Attachments dialog,
which lets you attach any document to that QuickBooks list or transaction!
If you still need further help in getting set up with QuickBooks Attached Documents,
please reach out to our Customer Care agents at (800) 450-8475. Thank you!
1 Formerly known as QuickBooks Document Management