When I click the drop down, I’m prompted to choose the Attached Documents Library. (Note: I’ve got dark mode on… as I do all the time with everything lol) In the screenshot below, I’ve got an invoice open, and I’ve clicked the “ Attach ?” button in the top right corner. The first time you use attachments in a QuickBooks for Mac file, you’ll be prompted to create an Attachment Library. Logged into iCloud with the same Apple ID on both devices.Your Mac and iPhone connected to the same WiFi.At least Mac OS Mojave (14.0) and iOS 12 on the respective devices.In order to use an iPhone as a scanner with QuickBooks for Mac, you have to make sure that you have: I’m a huge fan of attaching documents to transactions in any version of QuickBooks, and this new feature for the Mac version is pretty neat. This is one of the cooler features in QuickBooks for Mac 2021 – the ability to use an iPhone as a scanner with QuickBooks for Mac 2021.
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