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Level 2

Is there any report I can use to see which transactions have receipts attached and which don't?

 
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Best answer 2 weeks ago

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Level 2

Is there any report I can use to see which transactions have receipts attached and which don't?

Hi - thanks for this, exactly what I was looking for but I was only looking in reports.

 

sorry for delayed response - had other priorities the last couple of weeks 😄

 

 

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QuickBooks Team

Is there any report I can use to see which transactions have receipts attached and which don't?

Thanks for joining today, @JudithO.

 

I have an idea about how you can view the transactions that have receipts. You can use the transaction list and add the attachment column. Let me walk you through the steps.

 

For expense transactions:

  1. Go to the Expenses tab, then select Expenses.
  2. Click the Gear icon beside the Export icon.
  3. Mark the box next to Attachments.
  4. Then, tick anywhere to refresh the list. 

For sales transactions:

  1. Go to the Sales tab, then select All Sales.
  2. Click the Gear icon beside the Export icon.
  3. Mark the box next to Attachments.
  4. Then, tick anywhere to refresh the list. 

Once done, you'll see the Attachment column in between the Total and Action columns. This process will help you identify what transaction has receipts attached to it.

 

After that, you'll have the option to Attached a file (to add more files), Print, or Export the list. You can also check this guide on how to: Capture and categorize receipts and bills.

 

For future reference, let me share this link to help efficiently handle transaction reports. From there, you'll find related articles about creating different reports, etc: Reports

 

If you still have questions or concerns, please don't hesitate to drop them in the reply section below. I'll be happy to answer them for you. Have a happy weekend.

Highlighted
Level 2

Is there any report I can use to see which transactions have receipts attached and which don't?

Hi - thanks for this, exactly what I was looking for but I was only looking in reports.

 

sorry for delayed response - had other priorities the last couple of weeks 😄

 

 

View solution in original post

Highlighted
QuickBooks Team

Is there any report I can use to see which transactions have receipts attached and which don't?

That's alright, @JudithO.

 

It's our pleasure to help. Also, ShiellaGraceA will surely be pleased to know that she was able to address your concern. 

 

Please don't hesitate to reach us back if you have concerns in the future. We're always here to help.

 

Take care and have a wonderful day!