QuickBooks Online recently made some improvements to attachments. One of these changes involves the ability to attach files to customers and vendors. In addition to invoices and expense transactions, you can now attach files to your customer and vendor records to keep track of important information. For example, you might want to attach copies of contracts with customers, or perhaps a copy of a W-9 form containing your Vendor’s tax reporting information.
To attach a file to a customer record, Customers > select a customer > Customer Details > Attachments (as can be seen in the illustration below). You can either drag-n-drop attachments into the Attachments box, or you can click the attachments icon (paperclip) to search for files to attachment.
Attach Records to Customers
Attaching documents to vendor records is very similar, click Vendors > select a vendor > Vendor Details > Attachments.
You also now have the option to show (or not show) attachments on customer, vendor and transaction lists. If you want to display attachments on your Sales Transaction list you would click Transactions > Sales > table gear > Show More > Attachments (click the check-box for yes, uncheck the check-box for to not display the attachments column). You can see how this looks in the illustration shown below.
Sales transaction list attachment option
In deciding if you want to display attachments as a column for Customers or Vendors, simply click Customers/Vendors > select a customer/vendor > Transaction List > table gear > Show More > Attachments (click the check-box for yes, uncheck the check-box for to not display the attachments column).