bill/bill credit

How Do I Unattach a Previously Attached Document In QuickBooks Attached Documents?

Chief Mechanic · February 16, 2011 ·

From time to time, you may find that you’ve attached a document to the wrong list item or transaction when using QuickBooks Attached Documents.

It’s easy to unattach a previously attached document in QuickBooks Attached Documents once you consider some Attached Documents basics:

Unless you want to remove a document from online storage, you can only unattach documents from within QuickBooks itself – not through the web interface
QuickBooks refers to the process of unattaching as “deleting the attachment”
Deleting an attachment from a linked list item or transaction does not necessarily involve deleting the attachment from documents stored on the Attached Documents server

To unattach a document from a list item or transaction, the first step is open the list of documents currently attached to that list item or transaction. For list items in a Center, such as Vendor Center, click on the paperclip next to the name of the vendor with an attachment that you want to unattach from that list item. For transactions, such as a vendor bill, open the transaction and click the paperclip at the top of the transaction form. Both of these approaches will take you to a list of the documents currently attached to that list item or transaction so that you can delete the attachment. Next, select the attachment you want to unattach and click the Delete button. In the screenshot below, the list of currently attached documents has been redacted.

QuickBooks Attached Document Current Attachments

Upon clicking the Delete button, you’ll see the Delete Attachment window. In this window, you’ll have the option to simply unattach the document but keep the document stored on the Attached Documents servers or to unattach the document and remove the document from Intuit’s servers at the same time. To unattach the document and permanently delete the file, simply click the checkbox for Also permanently delete this document from online storage.

QuickBooks Attached Documents Delete Attachment

Of course, you can delete a document using the web interface of Attached Documents. That will break the attachment to the list item or transaction in QuickBooks since the document will be removed from online storage. That list item or transaction will appear to have an attachment in QuickBooks until you attempt to access it or run the utility Sync and Clean Up Attachment Links on the Company->Attached Documents->Utilities menu.

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How Many Vendor Addresses Does QuickBooks 2011 Support?

Chief Mechanic · September 19, 2010 ·

QuickBooks 2011 now supports 2 vendor addresses; prior versions of QuickBooks supported only 1.

QuickBooks 2011 Edit Vendor Window Showing 2 Addresses

The Shipped From Address field is used on vendor purchase orders. The Billed From Address is used on bills and bill credits, and this address will appear when printing a check to the vendor.

In effect, the Billed From Address is the “remit to” address, which could be a PO box. The Shipped From Address is the vendor’s physical location. The field labels should more clearly reflect these roles since this is how most QuickBooks users will treat them.

Users upgrading to QuickBooks 2011 from prior versions can now add the missing address from vendor records that have different “remit to” and physical locations.

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What’s the New Paid Stamp For QuickBooks 2011?

Chief Mechanic · September 19, 2010 ·

For QuickBooks 2011, Intuit improved the Paid stamp to reflect the date the customer invoice was paid, as shown in the screenshot below.

QuickBooks 2011 Create Invoices Window With Date Paid Stamp

Unfortunately, a Paid stamp is also applied to vendor bills, and that stamp does not reflect the date the bill was paid.

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What Is the New History Tab In QuickBooks 2011?

Chief Mechanic · September 19, 2010 ·

For QuickBooks 2011 and Enterprise Solutions 11.0, Intuit added a History tab to several key windows in QuickBooks:

Enter Bills
Create Purchase Orders
Create Item Receipts
Create Invoices
Create Credit Memos/Refunds
Enter Sales Receipts

Unfortunately, it’s not included on the Receive Payments window.

The History tab can be quickly opened and closed, and shows a Summary, Recent Transactions, and Notes for the vendor or customer.

Here’s the History tab in its closed state. To open it, just click on the left-pointing arrow.

QuickBooks 2011 Enter Bills History Tab Closed

With the tab open, you can close it by clicking on the right-pointing arrow.

Each History tab contains intelligent links to functions that allow you to edit the displayed entity, edit notes, and prepare pre-filtered reports. For example, the Open Balance link in the Enter Bills window opens a pre-filtered Vendor Open Balance report, which is a modified Unpaid Bills Detail report for the currently displayed vendor.

By providing an easy way to display recent activity during transaction entry, the History tab will help to reduce the chance of erroneously recording a duplicate transaction.

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What Is the QuickBooks Attached Documents Service?

Chief Mechanic · September 18, 2010 ·

QuickBooks Attached Documents is a new extra-cost service introduced with QuickBooks 2011 and Enterprise Solutions 11.0 that allows users to attach documents to QuickBooks lists or transactions from within QuickBooks. It replaces the Document Management service introduced with QuickBooks 2010.

Versions of QuickBooks prior to QuickBooks 2010 don’t support attaching documents to list items or transactions from within the QuickBooks program itself.

The storage-based limits used by the older Document Management service have been replaced by limits on the number of items that can be attached to a list item or transaction. Users of the older Document Management service can continue to use that platform at pricing levels previously agreed to, even if they upgrade to QuickBooks 2011.

Pricing for the QuickBooks Attached Documents service is:

$9.95/month for 1 attachment per list item or transaction
$14.95/month for up to 5 attachments per list item or transaction
$19.95/month for unlimited attachments per list item or transaction

The principal advantage that Attached Documents provides is the direct integration from within the QuickBooks program. For example, a PDF copy of a vendor bill can be attached to the transaction that records the bill in QuickBooks. Documents are stored on Intuit’s secure servers and are accessible over the internet. For organizations conducting business in multiple locations or that need to exchange documents with an accountant, such as during an annual audit, the direct association of an attached file with an accounting transaction can provide significant productivity improvements because the association is made once and saved. Other storage systems, even cloud-based systems, require a user to independently maintain the linkage between a file name in a folder and an accounting transaction, something that becomes progressively harder with changes in personnel and increases in the number of filed documents.

(+2 rating, 2 votes)

bill/bill credit

Accounting

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Intuit