How to attach PDF to bills

ajtbo

Im using quicken home and business. I see in the bill and income reminders there is a pdf column, but i cant find how to attach pdf files to bills or schedule bill reminders

Frankx

Hi @ajtbo

If you want to attach PDF files for a bill or income item, you need to go to the register (for example to the bank account register for a vendor payment) and click on the little "paper clip" icon (which is just below the date of an entry - if you are in the 2-line display format).  It looks like this:


Let me know if you have any followups.

Frankx

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Quicken Jared

ajtbo said:

Im using quicken home and business. I see in the bill and income reminders there is a pdf column, but i cant find how to attach pdf files to bills or schedule bill reminders

Hello @atjbo,  

I am sorry about this confusion with attachments and bill reminders. Thank you for speaking with us about this here on the Quicken Community.

Currently, the option to add pdf attachments to bill reminders is not available for Quicken for Windows, although you can add your vote to the Idea post linked here by clicking on the grey box with the upward facing arrow inside in the lower left-hand side of the original post, pictured below. Note that some billers will provide PDF statements for downloads, but this would be provided through their servers.



I hope that is helpful. 

Thank you,

Quicken Jared 

Frankx

Hi @ajtbo

If you want to attach PDF files for a bill or income item, you need to go to the register (for example to the bank account register for a vendor payment) and click on the little "paper clip" icon (which is just below the date of an entry - if you are in the 2-line display format).  It looks like this:


Let me know if you have any followups.

Frankx

Unknown

This content has been removed.