Attach Documents to Transactions

Attach receipts, invoices, or other supporting files directly to transactions in Digits — across Ledger, Banks & Cards, Vendors, and Customers. Everything stays linked, searchable, and organized.

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How to Manually Attach a Document to a Transaction

1. Open a transaction from Ledger, Banks & Cards, Vendors, or Customers.

2. Click the Comments icon in the upper-right corner.

3. Browse or Drag & Drop your file into the attachments box.

• Supported file types: PDF, JPG, PNG, DOCX, CSV

• You can upload multiple files per transaction.

Tip: Upload contracts, receipts, or bills here instead of keeping them in email threads — everything stays connected and searchable.

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Viewing Linked Transactions

Once a document is uploaded, it automatically appears in the Vault. When you open it, you’ll see a Linked Transactions panel on the right showing:

• Transaction date

• Transaction amount

• Linked account or category

Click the linked transaction to jump directly to its details view.

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Other Ways to Attach or Link Documents

In addition to manually attaching files directly to a transaction, you can also add documents to Digits in other ways. When possible, ✨ Digits will automatically link them to the correct transaction.

Upload or Drag & Drop

You can upload or drag & drop documents (like receipts, bills, or statements) into:

• Vault

• Reconciliations

• Checklist

• Bills or Expenses workflows

Digits will scan the document and attempt to match it to the correct transaction based on details like vendor, date, and amount.

Email Documents to Digits

Each business or client in Digits has a unique email address.

You can forward or email documents (receipts, bills, statements) to that address, and Digits will:

• Store the file in Vault

• Identify the document type

• Route it into the correct workflow

• Attempt to link it to a transaction when possible

Important to Know

• Automatic matching is not guaranteed

• If Digits can’t confidently match a document, it will remain in Vault

• You can always manually attach the document to the correct transaction

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Frequently Asked Questions

Do all uploaded documents go into Vault?

Yes — all attachments are stored in your Vault for easy access.

Can I upload documents from my phone?

Yes. You can upload documents directly from the Digits mobile app on iOS.

Use the app to capture or upload receipts, statements, and other files on the go. Once uploaded, they’ll appear in Digits and be available for processing and reconciliation.

Download for iOS

Will historical attachments from QuickBooks import automatically?

That’s our goal. We’re exploring large-scale QBO document imports to bring over historical attachments.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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