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.

---

How to 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.

---

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.

---

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.

---

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