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hello15
Level 2

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

 
6 REPLIES 6
katherinejoyceO
QuickBooks Team

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

Thanks for visiting the Community, @hello15. Yes, there is and I'm here to show you how you can view which of your transactions have attachments. 

 

For customers transactions, here's how:

  1. Go to the Sales menu, then select the All Sales tab. 
  2. Click the Settings icon.
  3. Check the box for Attachments

 

A column with a clip icon will be added and will indicate the numbers of attachments added in the specific transaction. You can also do the same with your expenses. 

 

Here's how for the suppliers' transactions: 

 

  1. Go to the Expenses menu, then select the Expenses tab. 
  2. Click the Settings icon.
  3. Put a checkmark on the Attachments box.

 

For future reference, read through this article: Attachments in QuickBooks Online. It helps you learn about the acceptable file types and how to attach them to your transactions. 

 

Feel free to message again should you have more concerns about anything else. We're always delighted to assist. 

 

 

 

Say "Thanks" by clicking the thumb icon in a post. 

LynneLaser
Level 1

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

Hi  I have done this but still can't see a number of attachments in the column.  Please can you help?  Thanks

LynneLaser
Level 1

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

An update on my earlier question.  After further testing, Primary Admin can see the attachment counts, but I (Admin access) can't.

Adrian_A
Moderator

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

Let's try reviewing the number of attachments on an incognito window, LynneLaser.

 

A browser issue can be the reason for some cache -related concerns. I've added these keyboard shortcuts to open an incognito page:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

If it works, you can go back to a regular browser and clear its cache. A piled cache can also be the cause for some unexpected happenings on the opened pages.

 

We can also switch to a different browser like  Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge as an alternative.

 

I've also added this reference for more information about Attachments: Attachments in QuickBooks Online.

 

I'll be around if there's anything that I can help. Keep safe!

LynneLaser
Level 1

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

I've tried incognito mode, clearing the cache, hard reload etc etc.  

 

I still cannot see the number of attachments.

 

 

 

 

CharleneMaeF
QuickBooks Team

Is there a report I can run that shows whether an attachment has been uploaded to the transaction?

I'm want to ensure the missing number of attachments gets investigated, LynneLaser.

 

With this, I'd suggest contacting our QuickBooks Support Team to further check why the number of attachments in the column isn't showing. They're also equipped with tools to determine the main cause of this.

 

Here's how:

 

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter missing number of attachments and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.
    help.JPG

 

Additionally, we have accepted characters in QuickBooks Online. Using invalid ones in your company name or list items can lead to server errors or other problems in the application. To avoid any errors, make sure your data in QuickBooks Online only contains accepted characters.

 

Please come back and keep me posted on getting the issue resolved with our phone support. It's my priority to get this fixed.

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