Attach Documents in Hosted QuickBooks with FileBridge

Attaching a Document in Hosted QuickBooks via FileBridge

When you use Hosted QuickBooks Desktop through RemoteApp, your local computer and the QuickBooks session run in two separate environments. Because of this, you cannot drag and drop a file from your desktop directly into QuickBooks. This article shows the correct way to attach a document using your FileBridge drive.

Why drag & drop does not work: QuickBooks runs on our servers, not on your local machine. The two environments do not share a file drag surface, so files dragged from your desktop into the RemoteApp window are ignored. FileBridge solves this by making the same folder available on both sides.

Step 1 — Move the file to your FileBridge drive

On your local computer, copy or move the file from your Desktop into your FileBridge drive.

  • The FileBridge drive appears in File Explorer (Windows) or Transmit (Mac).
  • It may be assigned any drive letter — it is not always G:. Use whichever letter you chose when setting the AppDashboard.
  • Simply drag or copy the file from your Desktop into the FileBridge drive as you would with any local folder.

Step 2 — Attach the file from inside Hosted QuickBooks

In your Hosted QuickBooks session, open the record you want to attach the file to (an Invoice, Sales Order, and so on).

  1. Open the transaction and click the Attach (paperclip) icon.
  2. Choose to add a file from your computer, then click Browse.
  3. Navigate to the FileBridge drive on the server (for example, G:).
  4. Select your file and attach it.

Important: The file must be Browsed to, not dragged and dropped. Even inside the QuickBooks window, use the Browse button and point to the file on your FileBridge drive.

Quick recap

Desktop file → FileBridge drive (local) → open transaction in Hosted QuickBooks → Browse to the file on the FileBridge drive (server) → attach.

View the process in action

For an interactive guide:

Open the Interactive FileBridge Usage Guide


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