Save copies of PDFs in my Clearbooks account

Question asked by Rachel Kirk 6 years ago

Hi. I'm trying to find out whether it's possible to save copies of certain files anywhere in my Clearbooks account. I'm specifically thinking of our annual accounts (prepared by our accountant). Is there a facility to attach them somewhere in Clearbooks, for a historical record? Thanks for your help.

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4 Replies

Hi Rachel,

Unfortunately, Clear Books is not really designed as a digital storage service. It is best that you save the files on your computer.

Tommy

Best answer
6 years ago

I thought this would be the case - thanks for confirming! Rachel

6 years ago

No problem Rachel!

Tommy

6 years ago

You could save a copy by attaching it to your accounts Bill in CB

6 years ago

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Attach images by dragging and dropping or upload
 

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