Document Management

Every document in QBO belongs to a record (a contact, an organization, a process, a ledger), so it is always found, secured, and reported on in context. Document Management covers the whole life of a document:

• Imaging: upload, store, view, and download documents, in whatever storage you choose (Amazon S3, Azure, sFTP, a network share, and more).
• Generation: create letters, notices, packages, and data files from QBO data using templates.
• Movement: copy, transfer, or move documents between storage locations, and watch folders for new files.
• Processing: zip and unzip, convert to PDF, extract text (OCR), classify with AI, and track revisions.

Key concepts

Concept	In QBO	What it does
Document	Attachment	One file, bound to a parent record through Object and ObjectID.
Document template	AttachmentTemplate	Defines a kind of document: how it’s generated, where it’s stored, and how it’s recognized.
Generator	AttachmentService on the template	The plugin that renders a generated document (Word, PDF, Excel, CSV, Parquet, and so on).
Storage	a file object (IFileObject)	A named place documents live, such as an S3 bucket or an sFTP folder.

Choose your view

Use the buttons under the page title. End user covers working with documents on a record; Power user covers templates, generators, and storage; Developer covers the API.

Walkthroughs that use this

• Generate a claim document from a Word template