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QuickBooks 2012 – Document Center

One of the major changes in QuickBooks software 2012 is the Doc Center. You can now attach local documents like receipts, spreadsheets, and other important business documents to your transactions and lists in QuickBooks 2012 for FREE. The new Document Center allows you to store documents locally on your hard drive so you can simply drag and drop them into your Doc Center. You can also drag documents like email directly from your Outlook Inbox to the drop area of the Doc Center.

Just like the older versions of Document Center from 2011, the new QuickBooks 2012 Document Center still allows you to add files from your scanner and computer, but you don’t have to pay the monthly fee anymore if you keep your files local. Intuit no longer offers subscription to the QuickBooks Attached Document where you can store files online, but if you have an existing online subscription, the Doc Center will still show you the documents you stored online and you have the option to continue using and paying for the online service.

3 ways to add files to the Doc Center:

1. From your Computer – Click the Computer icon and browse to find the file.

2. From your Scanner – Click the Scanner icon. Place a document on your scanner and click Scan.

3. Drag and Drop into the documents list – Select the document from your Windows Explorer or Outlook and drag it to the Doc Center then drop it in the drop area.

Once you have added documents to the Doc Center, you can now attach those documents to your QuickBooks software list record or transactions by simply using the paper clip icon from the form you are working on or you can add files directly to your transactions using the same principle of adding documents to the Doc Center.

This entry was posted in 2012 New Features, Tips & Tricks and tagged , , . Bookmark the permalink.

2 Responses to QuickBooks 2012 – Document Center

  1. Rhonda Cannon says:

    We use QB at University of Oklahoma Libraries and are interested in the new document center. Our current version is QB Premier Edition 2011. What upgrade do we need to get the doc center? will the doc center allow documents to be attached to accounts in the chart of accounts? Thanks.

    • Ashley says:

      the QuickBooks document center is available in the 2012 version of QuickBooks. Yes, you will be able to attach docs to the Chart of Accounts.

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