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BruceL
Level 3
posted
‎January 13, 2022 02:21 PM
last updated ‎January 13, 2022 6:21 AM

Does anyone know if it is possible to search for an attachment within a document? I know the file name of the attachment but need to know which invoice it was attached to

 
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Best answer January 13, 2022
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GeorgiaC
QuickBooks Team
QuickBooks Team
‎January 13, 2022 05:22 PM

Does anyone know if it is possible to search for an attachment within a document? I know the file name of the attachment but need to know which invoice it was attached to

Thanks BruceL, unfortunately there would not be another workaround to this, you may with to try and batch export the attachment list to Excel and use the search function as above by selecting the tick-box to the left > batch actions > export, however this may only export the first 300 selected. We'd be grateful if you could share your feedback for this by selecting the Cog > Feedback within your account, this way it will be submitted directly to our developers for their consideration. :)

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GeorgiaC
QuickBooks Team
QuickBooks Team
‎January 13, 2022 02:46 PM

Does anyone know if it is possible to search for an attachment within a document? I know the file name of the attachment but need to know which invoice it was attached to

Hi BruceL, you can locate this by navigating to the Cog > Attachments > Press Ctrl+F on your keyboard and enter the file name in the search bar that appears - this will highlight the attachment name and will contain a link to the invoice.

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BruceL
Level 3
‎January 13, 2022 03:40 PM

Does anyone know if it is possible to search for an attachment within a document? I know the file name of the attachment but need to know which invoice it was attached to

Thanks Georgia, but this only partially works as it will only find attachments on the open page. I know that you can set the page size to 300 lines, but I have several thousand attachments so can still take a while. It would be much simpler to be able to do it through the Advanced Search function.

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GeorgiaC
QuickBooks Team
QuickBooks Team
‎January 13, 2022 05:22 PM

Does anyone know if it is possible to search for an attachment within a document? I know the file name of the attachment but need to know which invoice it was attached to

Thanks BruceL, unfortunately there would not be another workaround to this, you may with to try and batch export the attachment list to Excel and use the search function as above by selecting the tick-box to the left > batch actions > export, however this may only export the first 300 selected. We'd be grateful if you could share your feedback for this by selecting the Cog > Feedback within your account, this way it will be submitted directly to our developers for their consideration. :)

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