Luke LoescherCEO, Account Cloud Inc · Senior Accountant at Living and Learning Enrichment Center

QuickBooks Online Vendor Attachments Tip For Construction

9 Mar 2023 · 2 min

Watch on YouTube

1:56

In this short instructional video, Luke from AccountCloud walks viewers through the process of attaching files to a vendor record in QuickBooks Online, specifically for construction businesses. He demonstrates navigating to Expenses → Vendors, selecting a vendor (Tim Philip Masonry), opening the Vendor Details tab, scrolling to the Attachments section, and dragging and dropping documents such as proof of insurance or W‑9 forms. Luke explains that these attached files become permanently linked to the vendor profile, allowing easy access and verification for each subcontractor. The tip emphasizes how this feature helps construction firms keep essential compliance documents organized. At the end, Luke invites viewers to contact AccountCloud for personalized setup assistance and a strategy session with an accounting professional.

Chapters

Hey everyone, it's Luke here with AccountCloud, and for today's tip I am going to be showing you how you can upload files to a particular vendor and attach them to a vendor record. So this is especially cool because what you can do is you can upload the insurance requirements for each vendor for your workers' comp insurance and insurance information about each particular vendor or subcontractor that you use. So, let's go ahead and get into it. So, let's go ahead under Expenses and we go to Vendors. And then let's bring up Tim Philip Masonry. And then if we click on the Vendor Details tab and make sure that's highlighted, If we scroll down to the bottom, we have this attachments section, and in this attachments section, you can drag and drop any files that you want that can be attached or that will be attached to this vendor. So the next time you go into this vendor record, you will be able to see any documents that you have related to this particular vendor. So for example, things like proof of insurance and W-9 is another good one to upload here, and then this will. Keep track of that information for you so that you can see each vendor that has the attachments. And this has been today's tip for QuickBooks Online in your construction company. If you'd like some help with setting this— setting all of this up, feel free to reach out to us at AccountCloud, and one of our accounting professionals can schedule a strategy session with you to see what you need in your business and how we can help.