You can upload the document to Google Docs, where it will have a unique web address. But I need to let it go, right? And just get on with the telling of what it is? In the words of my fellow Woody Adams: “right on”. You could use something like do it, but if you don’t have inventory, that’s sort of useless, and there’s a FREE work around - Google Docs.Ĭonsidering that I use Google Docs all the time - to share data with clients (I have a time card that I use for one of my payroll clients), budgets (I use a Google Doc spreadsheet to keep track of our household’s monthly budgets), file share/transfer (I can upload a file that’s too big to email to send to a client, then share it with them), I’m so bummed I didn’t think of this myself, but I think I read it on a QBO blog. QuickBooks Online only allows users to attach documents to certain transactions, and I like to have access to signed customer engagement letters, or supplier insurance certificates. But I can’t, so I’ll try not to dwell on it.
This is absolutely brilliant, and I would love to take the credit for it. Document Management for QBO (well, sort of):
