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How do I attach receipts or other documents to my transactions?

Keeping receipts is necessary for a business owner. But paperwork can be messy and space-consuming. ZipBooks gives you an easy way to keep your records, without the mess.

Here’s how:

  1. Log in to ZipBooks and click on Transactions in the menu on the left.
  2. Find the transaction you need by choosing a bank account, and filtering your list, or create a new transaction.
  3. For an expense or deposit, click on it, and then click the Edit or Split button. The Edit Expense (or Edit Deposit) window will appear. 
  4. Scroll down to the bottom where you’ll see a box with the words “Drop to upload.” Click the small green + button and find the document you want to attach in your computer files. Or simply drag and drop it into the box in the transaction window. 
  5. Click the blue Save button.

Add as many documents as you want to each transaction, and they’ll be there when you need them!

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