Can I generate a report of all expense transactions without attachments?

[mitch19]

My client would like to know if any transaction is missing an invoice/attachment. Is there a way of finding out?

[jamespaul]

Hello, Mitch. 

I have a way to help you review your transactions and check to see if they are missing an attachment. 

One way to know if your transactions don't have attachments is to add the Attachments column on the Expenses or All Sales page (if you also need to check your invoices).

In addition, QuickBooks doesn't really have a built-in report that can view transaction attachments. 

That said, here's how you can add the Attachments column: 

1. Go to Expenses, then Expenses tab (or Go to Sales, then click the All Sales tab if you want to view invoices). 
2. On the Expenses or All Sales page, click the small gear icon (located at the top of the Action column).
3. Click the Show more link, then check Attachments. 

The Attachment column (indicated by a paper clip icon) will appear. Transactions with attachments will have a "1" under it. Here's a sample screenshot: 

Does your client need help matching your invoice payments and expenses from the Banking page? Check out this article for more details: Categorise and match online bank transactions in QuickBooks Online. 

If you or your client needs more help managing the transactions (or any other tasks in QuickBooks), I'll be on the case again. Just reply here with some details and I'll get back to you as soon as possible. 

[mitch19]

Hi James,

Thank you SO much for your very helpful reply.