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mitch19
Level 1

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

My client would like to know if any transaction is missing an invoice/attachment. Is there a way of finding out?
2 Comments 2
jamespaul
QuickBooks Team

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

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

 

attachments2.PNG

 

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: 

 

attachments1.PNG

 

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
Level 1

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

Hi James,

Thank you SO much for your very helpful reply.