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LP32
Level 1

transaction attachments

Is there any way to tell if a transaction has an attachment without opening the transaction?

Solved
Best answer March 11, 2022

Best Answers
Jen_D
Moderator

transaction attachments

Thanks for your time visiting us, @LP32.

 

Yes, there is a way you can view transactions with attachments without actually opening the entry. Here's how:

 

  1. Go to the Sales or Expenses menu.
  2. Choose All Sales or Expenses.
  3. Update the date through the Filter button.
  4. Click the gear icon and click Show More.
  5. Mark the Attachments box, then click the gear again to close the menu.
  6. A new column will be added indicated by the paper clip icon. It will show you the number of attachments assigned to that transaction. A blank means, no attachments are added.

 

For your reference with attachments and other program tutorials, see these links:

 

 

Post here again for other concerns. I'll be more than happy to help you with the features in QuickBooks, especially this attachments topic. All the best!

View solution in original post

2 Comments 2
Jen_D
Moderator

transaction attachments

Thanks for your time visiting us, @LP32.

 

Yes, there is a way you can view transactions with attachments without actually opening the entry. Here's how:

 

  1. Go to the Sales or Expenses menu.
  2. Choose All Sales or Expenses.
  3. Update the date through the Filter button.
  4. Click the gear icon and click Show More.
  5. Mark the Attachments box, then click the gear again to close the menu.
  6. A new column will be added indicated by the paper clip icon. It will show you the number of attachments assigned to that transaction. A blank means, no attachments are added.

 

For your reference with attachments and other program tutorials, see these links:

 

 

Post here again for other concerns. I'll be more than happy to help you with the features in QuickBooks, especially this attachments topic. All the best!

Lindabird23
Level 1

transaction attachments

Thank you. It looks so simple once we know. I will give this a try. Linda

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