uploading receipts and linking to transactions

srodrig2005
srodrig2005 Quicken Windows Subscription Member
edited February 2024 in Download, Add/Update Accounts (Windows)

I would like to be able to upload invoices or receipts and link them to transactions. Is this possible? Can it be part of an update if not? IE: property taxes. I want to be able to upload the property tax bill and link it to the payment so that it is always available and I can go paperless.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    YES, but it's not advised. Adding attachments to your Q data file results in bloat and additional issues.

    Get a documents manager, I use PaprPort, instead.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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