Attach a file to a transaction or item

Attach files to your transactions and items in Xero from the file library or upload new ones. Your user role determines your access to files.

What you can do

  • Attach files to transactions (such as invoices, quotes, and expense receipts), contacts, manual journals, accounts in your chart of accounts, and inventory items.
  • Send attached files to your customers with their invoices.
  • You can attach the same file to many transactions.

Attach files from the file library

  1. Open your transaction, item or account. To open an account, go to your chart of accounts and click the account's YTD balance.
  2. Click the file attachment icon Image showing file attachment icon..
  3. Click Add from file library.

    Image showing 'Add from file library' selected

  4. Find the files you want to attach, and select their checkboxes.

    Image showing a file selected.

  5. Click Add.
  6. If you want to send files to the customer with a sales or purchases item attached, click the option icon Image showing file attachment options button. for each file, then select Include with [item].
If you attach a file from the Inbox to a transaction, the file and blue Email link will disappear from the Inbox. If you attach a file from another folder to a transaction, the file and blue Email link will remain there.

Upload and attach new files

  1. Open your transaction, item or account. To open an account, go to your chart of accounts and click the account's YTD balance.
  2. Click the file attachment icon Image showing file attachment icon..
  3. Click Upload files.
  4. Find the files you want on your computer and select them.
  5. If you want to send files to the customer with a sales or purchases item attached, click the option icon Image showing file attachment options button. for each file, then select Include with [item].
If you upload a file directly to a transaction or item, it won't be saved in the file library. If you're adding it to multiple transactions or items, you'll need to either add it to the file library or upload it separately in each transaction.