Attach Invoice or Receipt with Entries that are NOT Posted yet
1. Visit BooksHub and Go to Review Screen
2. Focus/Click an invoice from table
3. Validate/Update the invoice data
A red cell is the required missing information for any invoice or receipt
Select/Add Supplier from the dropdown as applicable. In my case, I will select V R Services"
4. Check required data is present
5. Check the Attach Checkbox
6. Select entry & Click Post button
7. Confirm Companies and Click Confirm
8. Posting Summary
9. Confirmation
After posting is completed, You can validate in QuickBooks Online for the invoice or receipt to confirm.
Attach Invoice or Receipt with Entries that are ALREADY Posted
1. In Review Screen, Go to Posted Tab
2. Check Attach Checkbox and Click Attach
3. Select entries
4. Click Attach button
5. Wait for confirmation
6. Confirmation
You should see that the selected entries have successfully been attached with QuickBooks Online
