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How can I add documents to my ZipBooks?

aditya agrawal . Nov 06, 2024

A:

To add documents to my ZipBooks, follow the steps given below:

  • Adding documents to a transaction

Open Your ZipBooks account

Navigate to the specific invoice, bill, or expense

Press on the ‘Attach Documents’ option

Select the document you wish to upload from your device

Hit 'Upload'

  • Adding documents directly to the 'Documents' section

Navigate to the 'Documents' section

Click on the 'Upload Document' button

Choose the file from your device

Add Tags if required

Nov 06, 2024

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