---
title: Attachments
slug: attachments
docTags: 
createdAt: 2021-07-11T23:34:52.000Z
---

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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

::embed[]{url="https://vimeo.com/585558787/2e4479023c"}





