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 Documents tab. 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:

• Documents

• Reconciliations

• Inbox

• 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 Documents

• 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 Documents

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

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Frequently Asked Questions

Do all uploaded documents go into the Documents tab?

Yes — all attachments are stored in the Documents tab for easy access.

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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Need help managing attachments or linking documents? Contact [email protected] — we’re happy to help keep your records neat, linked, and audit-ready.