QuickBooks Attachments — Out of the File
QuickBooks attachments are write-only storage: PODs, supplier invoices and receipts go in and effectively never come out, because retrieving one means sitting at the QuickBooks PC and drilling through transactions. This addon extracts the attachment layer into a searchable document store — linked to the customers, vendors and transactions it belongs to.
Every attachment in the company file, searchable in a browser — audits without archaeology
Why Attachments Stay Buried in the File
Attachments go in, never come out
Retrieving a POD means opening QuickBooks, finding the transaction, opening the attachment — on the one PC that has the file.
Audits become archaeology
The auditor asks for supporting documents — you spend two days clicking through transactions exporting one file at a time.
Disputes need documents now
'Did they sign for it?' should take seconds. It takes the office opening the file — if the office is even open.
Documents die with the file
If the company file corrupts or gets retired, its attachments go with it — years of evidence in a single point of failure.
How It Works
Agent on your server
A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.
Continuous replica
Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.
Web dashboard
Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.
What Your Team Can Finally Do
Evidence-grade documents
Attachments come out with their transaction context and timestamps intact — an HMRC enquiry or lender audit gets a coherent evidence pack, not a desktop folder of scans.
Common QuickBooks Documents Scenarios
The dispute answered in seconds
Customer disputes a delivery — the signed POD surfaces from a search before the call ends.
The audit pack in one zip
HMRC asks for supporting documents on a supplier — filtered export produces the whole pack without opening QuickBooks.
The migration that keeps its evidence
Switching systems? The document store keeps the attachments alive and searchable long after the file is retired.
Documents & Attachments Pricing
Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.
Add-on
£39/mo
Add to any tier
- ✓Full attachment extraction
- ✓Searchable document store
- ✓Entity-linked navigation
- ✓Bulk export packs
- ✓10GB storage included
- ✓£5/mo per extra 25GB
Operations Pack
£99/mo
Bundle
- ✓Documents & Attachments
- ✓Inventory Lookup
- ✓Alerts engine
- ✓~22% off list prices
- ✓Priority support
- ✓Quarterly review
Enterprise
Included
Bundled
- ✓All read-side addons
- ✓Unlimited storage tiers
- ✓SSO + audit feed
- ✓SLA + service credits
- ✓Dedicated engineer
- ✓Custom retention
Requires a DevPros replica tier (from £59/mo). £39/mo + storage overage — against one day of audit archaeology per year.
QuickBooks Documents Data Access FAQ
Does it extract existing attachments or only new ones?+
Both — the initial sync pulls the complete attachment history, then keeps the store current as new documents are added.
Are documents linked back to transactions?+
Yes — every attachment keeps its context: the transaction, customer or vendor it belongs to, navigable both directions.
What happens to storage limits?+
10GB is included; overage is £5/mo per additional 25GB. Enterprise tier has custom storage terms.
Do the originals stay in QuickBooks too?+
Yes — this is a copy for access. The file's attachments remain untouched; the store is your retrieval layer.
Your QuickBooks Documents Data, Reachable
If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.