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simon-mcburnie-k
Level 1

I would like to have reports that allow readers to drilldown into transactions and see the attachments i.e. supplier invoices(bills) is this possible?

We have the pdf copy invoices attached to every "bill" in quickbooks already.
1 REPLY 1
Rea_M
Moderator

I would like to have reports that allow readers to drilldown into transactions and see the attachments i.e. supplier invoices(bills) is this possible?

Financial reports in QuickBooks Online (QBO) enable you to drill down into your transactions, Simon. However, it's currently not an option to directly access the attachments within the report. You'll have to open each bill manually (double-click the transactions on the report) to see the attached PDF files. With this, I'd recommend sending a request to our product engineers so they can consider adding it in future updates.

 

Our product engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be incorporated in upcoming updates. To send feedback, here's how:

 

  1. Go to the Gear icon in the upper right and choose Feedback under Profile80.png
  2. Type in your recommendation in the Share your feedback field.
  3. Click Next to submit.

 

Also, would you like to know how much you're paying each supplier every month? This article will guide you through the process: Run and save a monthly expense report by supplier.

 

I'll be here if you have other feature concerns or need further assistance pulling up reports in QuickBooks. Drop your comments below, and I'll be sure to help you out.

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