Hi Steven
It looks like the only documents you can only attach is importing Bank Statements as a QIF or OFX, . I need to attach PDF documents that relate specifically to individual Receive Payment or Receive Money transactions. How is this done?
Thanks Karen
Hi karmar07
From the Banking>>Bank transactions window you would select the down arrow on the far right of the previously imported bank transaction (through bank feeds or statement file). From the expansion that does appear, in the bottom left is the Attach file button.
For more information on this process please see Help Article: Attaching documents to bank transactions
