How do you upload an invoice to attach to an expense

There are two ways you can upload your invoice document to attach to your expense transactions, swifthaulagevic. I'll discuss each process below.

Adding attachments to transactions will help organise your recordkeeping. You can upload one directly while creating or editing your expense transaction or through the Attachments menu.

If you opt to upload the invoice file directly to your expense transaction, utilize the Attachments feature. Make sure you've already stored the document on your computer to do so. Please see the screenshot below for your reference.

On the other hand, if you prefer to first upload the invoice file to your QuickBooks Online (QBO) account before attaching it to your expenses, go to the Attachments menu. Here's how:

1. Go to Settings or the Gear icon and select Attachments.
2. Click the Attachments button and choose the file you want to upload. 
3. Select Open.

Once you're done, select the Show existing option in the Attachments section while creating or editing an expense transaction to attach the invoice file.

To learn more about adding attachments to your transactions in QBO, please see this article: Attachments in QuickBooks Online.

Additionally, if you have an expense that you need to cover for your customer, track it as a billable expense in QBO. For more information on how to do this, please refer to, check out this article: Enter billable expenses in QuickBooks Online.

Don't hesitate to drop a comment below if you have other concerns about uploading attachments and managing expenses in QBO. Know that I'm always ready to assist you further.