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