Attachments

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides you or your client can can add attachments to questions in the client portal if your client uploads an attachment to a transaction question, you can also push this directly to quickbooks to the transaction (e g , for a receipt) or payee (e g , for a w9) if you see that a client has uploaded an attachment, scroll to the right hand side of your screen and click the attachments icon to preview the attachment, just click its name and to upload the file to qbo, click upload to transaction or upload to vendor you can also use non transaction questions to request statements, which your clients can upload to their client portal as well for more on this, see recurring questions docid\ j4a08ufz84lrwml8fhlf4 video overview