Upload PDF to Quickbooks Desktop

How do I upload a file to the QuickBooks Desktop server/H: Drive?

7 Comments 7 ‎January 14, 2021 10:14 AM

Upload PDF to Quickbooks Desktop

I've got your back, @Derek R.

If you're referring to documents or images you can attach to your transaction. Just click on the Attach File (paper clip icon) option after entering the details of the form ( example invoice ). Here's a screenshot for your visual reference:

If you're referring to PDFs or images of your receipt, you can upload them in QuickBooks Desktop using the Receipt Management feature. To do so, please refer to these steps:

  1. Navigate to the Vendor menu, then choose Receipt Management .
  2. Select the Intuit Account you use for the company file.
  3. Drag and drop your receipts into QuickBooks or select browse to upload , then pick your receipts.

Also, in QuickBooks, customizing and personalizing your sales forms and reports is a breeze. For the detailed guide, please head to the Create and use custom fields page.

If you need further help with this, please comment below. I'm always here to help you in any way I can. Have a wonderful day.

‎January 14, 2021 10:21 AM

Upload PDF to Quickbooks Desktop

Thank you but, I need to upload an pdf of a signature for printing checks. So, once when I am in printer settings to add a signature it can be found on the H: drive.

QuickBooks Team ‎January 14, 2021 11:33 AM

Upload PDF to Quickbooks Desktop

Thanks for the clarification, Derek R.

I'm here to guide you on how to add an electronic signature for checks in QuickBooks Desktop. I've listed a few things to remember before proceeding:

First, let's create an electronic signature.

  1. Write your signature on a piece of paper.
  2. Scan the image to your computer at an 11:3 aspect ratio. We'll size your signature and place it above the signature line on Intuit supplied checks.
  3. Save the image in .bmp, .jpeg, .png, or .tiff format.

Then, we can now add and use the signature for checks or paychecks.

  1. Go to the File menu and then select Printer Setup .
  2. In the Form Name dropdown list, select Check/Paycheck .
  3. Place a checkmark in the Print Signature Image checkbox.
  4. In the Signature window that appears, select File .
  5. Find the file that contains the signature, then select Open .
  6. Select OK in the Signature window, then select OK in the Printer Setup window.

Here's how to add the signature to checks.

  1. From the Banking menu, select Write Checks .
  2. Select an existing check, or create a new one.
  3. Select the Signatures icon.
  4. Select the signature you want to use.
  5. Select Save .

Once done, QuickBooks adds the signature to all of your checks.

Additionally, I've included an article that'll help you resolve common printing, emailing, and saving issues in QuickBooks: Troubleshoot PDF and Print Problems.

If you need more help attaching your signature, please let me know. Have a good one!

‎January 14, 2021 12:47 PM

Upload PDF to Quickbooks Desktop

I have the copy of the signature but, when I search for it the only window that comes up is for the intuit server and there is no option for a local computer. I tried applying the a signature through an existing check when I try to drag and drop if the the circle with a line through it emoji. I cannot access any file on the local computer through the remote access.

QuickBooks Team ‎January 14, 2021 02:35 PM

Upload PDF to Quickbooks Desktop

I appreciate adding more details about your concern, Derek R.

Since you’re accessing QuickBooks via remote session, that’s why you’re unable to see the local computer. To upload the e-signature file, I recommend logging into the company file on the actual device.

This is to ensure you can seamlessly apply the signature to the check. After signing in to QuickBooks, you can now add the file. I suggest following the solution shared by @CharleneMaeF.

To help you in your future tasks, see the following guide. It contains articles and other resources to help you efficiently perform any processes on the desktop program: QuickBooks Desktop.

Stay in touch if you have any other concerns. I’m always ready to answer them for you. Enjoy your day.

‎January 14, 2021 03:20 PM

Upload PDF to Quickbooks Desktop

How would I long in to QB Desktop through an web browser? I can see our account information by logging on to intuit QB but, I do not see an place to login to the program.

QuickBooks Team ‎January 14, 2021 04:24 PM

Upload PDF to Quickbooks Desktop

Thank you for following up with us, Derek.

I can share with you some insights about managing QuickBooks Dekstop (QBDT) account.

QBDT is a locally-installed software with a license pricing model. Meaning, you need to download and install QBDT to use it. You may use our QuickBooks Online version if you want to access your file through a web browser.

On the other hand, logging in to your Intuit account allows you to manage your account information, see your orders, download your products, and make some changes to your stored information. For additional tips about managing your Intuit Account, I recommend checking out this link: Manage your Intuit Account online.

Moreover, you can also open the topics from our help articles for more resources while working with QuickBooks in the future.

If you have any other QuickBooks questions, please let me know by adding a comment below. I'll be right here to provide additional assistance. Wishing you and your business all the best!