Ever wondered what the QuickBooks Document Center is used for? Wondered how you could get the Document Center to work for you? Our QuickBooks Document Center Repair gives you a deep understanding of the benefits of the tool and how you can work around it.
What is QuickBooks Doc Center?
QuickBooks hosts a central space for documents that you deem important. It contains a host of tools that you would find beneficial to work with your documents, and that will enable you to:
- Add them by browsing through your storage device or scanning them in directly,
- Search for them, and,
- Either remove or detach them.
The Doc Center helps manage documents related to your vendors, customers, employees and other transactions in one place. For example, if you are opening up documents in Word all the time to review information while you are in QuickBooks, or you have contracts to look at, you can add these documents to the Doc Center in QuickBooks.
It’s not difficult to work with documents in QuickBooks, but for those not too acquainted with the process, this simple walk-through will demonstrate how you can get the tool to work for you.
To get started, we can use an example of a price list. If there is a price list you often work with, click the Add icon.
This opens up a window that contains a directory of all of the folders and files on your PC and any external storage areas.
Select the pricing document you created.
You can add documents to the Doc Center by attaching them to transactions, customers, accounts, etc. You can also click the attach button to attach a documents to a transaction.
Here is a step-by-step guide on how to attach documents to a Seller
- From the menu bar click on Sellers-Seller Center.
- Click once on the Seller name to bring up the Seller Information window.
- To attach a document click on the attach button.
- At the Attach From: click on Doc Center.
- Click on document name – click on Attach– click on Done
- The attach button (paperclip) changes to show a document is attached.
Almost every page in QuickBooks has an "Attach" or "Attach File" icon.
To manage the files from a central location, open the Document Center from the Company menu.
Common issues with Doc Center
Here are some well-known issues with attaching documents in the Doc Center:
Attached Documents are missing after changing file name or location
When using QuickBooks Attached Documents to attach documents, an Attach folder is created and stored in the same location as the QuickBooks company file. Renaming or moving the company file to a different location will break the connection between the Attached Documents and company file.
- Problems scanning or attaching documents
Another common reported issue is when you are trying to scan or attach documents from your Doc Centre to your company file's transactions, customers, accounts, etc., and nothing seems to be happening.
- Unable to email transactions or send forms
When using QuickBooks email as Send Forms preference, the option to select email transaction and attachments is greyed out.
Leading QuickBooks Solutions Specialists
E-Tech’s team of experienced in-house engineers are committed to solving your QuickBooks troubles in a professional, timely, and affordable manner. We are the top-rated QuickBooks Consultancy Service Provider in North America. We work with all International versions of QuickBooks including US, Canada, UK, and Australia.
During the course of over two decades, E-Tech has broken through the industrial norm and gained momentum in the area of QuickBooks data recovery and migration services, assisting thousands of businesses with very strong expertise around QuickBooks implementation, integration and business processes.
What Our Customers Are Saying
“We have been using the same accounting system for some 20 years. Switching over to QuickBooks was not an easy decision but thankfully with the help of E-Tech, transitioning was nothing short of a breeze. Thank you E-Tech for making the conversion process smooth and stress-free.” – J. Toscani
“We worked with E-Tech when we were faced with data loss. We found E-tech to be extremely helpful and knowledgeable. Our data was restored in a matter of a few days. We would highly recommend E-Tech’s services.” – L. Thiebault
“We have been a customer of E-tech’s for over 6 years now, and find their services extremely professional and proficient. From the set-up of QuickBooks to looking after every minute detail, E-tech has been ever so helpful.” R. Thomson
“E-Tech helped me with downgrading QuickBooks to Premier for my company. The transaction was processed very smoothly without any loss of information.” Y. Goodingham
Is there a data recovery guarantee?
We offer a money-back guarantee. If we cannot recover your data, we will refund your payment with no questions asked. Our success rate is 95%+ -- this is the reason we an offer a 100% money-back guarantee.
What is the turnaround time for regular service?
The turnaround time is 48 hours from the time your files are received.
What is the turnaround time for expedited service?
The turnaround time is 12 hours (same day) from the time your files are received.
Which International Quickbooks Editions are supported?
The conversion supports US, Canada, UK and Auztralian/NZ/ReckonAccounts editions of Quickbooks.
What can I expect after ordering this service?
After ordering the service, we will send you instructions to securely upload your data files for recovery. After we finish the recovery, we will send you a secure link to download a backup of the recovered data.
How secure is my data?
At E-Tech, privacy and security are of our utmost concern. Accordingly, all data files are transmitted to and form us is via secure servers (SSL encrypted) to ensure safety and security during transmission. Once we perform our services, we securely store our clients information on our servers for a period of 14 days at which time all client data is deleted (please inform us if you would like the information deleted immediately).
You have our pledge that any and all information provided to us is merely in the performance of our services and we would never use such information for our own gain.