Limited time only. 90% off QuickBooks for 6 months.
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
BethanyS
Level 1

Can a report be pulled that that includes the attachment? For example, a Detailed P&L with attachements.

I need to generate a report that includes every supporting document. Short of filing the attachments manually some place else, I cannot figure out how to do this. Please help!

1 Comment 1
EvethC
QuickBooks Team

Can a report be pulled that that includes the attachment? For example, a Detailed P&L with attachements.

Hi there, Bethany. Thanks for reaching out.

 

In QuickBooks Online (QBO), it is not possible to generate reports that include attached linked documents directly. Attachments are associated with individual transactions such as invoices, bills, and expenses, but they aren't included in reports for viewing or exporting.

 

To locate and manage attachments, you can use the Attachments section under Lists in the Gear icon. This section will display all uploaded files along with links to their related transactions for easy access.


gearrrrr.png

 

From there, you can track the attachments by clicking them under the Links column to open the specific transaction and check the section at the bottom. While attachments won't appear in reports, this is a simple way to locate your files.

 

Please let me know if there's anything else I can assist with. We're here to help!

Need to get in touch?

Contact us