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sarahpage.business
New Member

Is there is a report I that shows me transactions that have no attachments uploaded? I am trying to see easily which transactions don't have receipts so I can chase them?

 
1 REPLY 1
NicoleAscencionS
QuickBooks Team

Is there is a report I that shows me transactions that have no attachments uploaded? I am trying to see easily which transactions don't have receipts so I can chase them?

You can check your transactions without receipts by going to the Sales and Expenses tab, Sarah. Currently, QuickBooks Online (QBO) doesn't offer a specific report for transactions without attachments.

 

In the meantime, you can follow these steps to view them:

 

For Sales:

 

  1. Navigate to Sales, then All sales.
  2. Click the Gear icon beside Action.
  3. Tick the Attachments box.
  4. Hit Save as default.
    a.png

 

For Expenses:

 

  1. Go to Expenses.
  2. Above Action, select the Gear icon.
  3. Check the Attachments box.
    aa.png

 

Please note that the fields that are blank or have zero value represent transactions without attachments.

Additionally, you can learn to modify your financial reports to suit your business needs by following these articles:

 

 

We're committed to helping you manage and review your transactions efficiently. If you still have any follow-up questions regarding reports or other QuickBooks concerns, please respond below for quick assistance.

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