It's important to have access to all your documents uploaded in QuickBooks Online (QBO) for proper recordkeeping, and I'm here to help you resolve this matter, @dzqb.
Before anything else, may I know which specific area in QBO you've uploaded your attachments? Any additional details will help us provide the most accurate guidance and support.
Meanwhile, there's an instance wherein attachments are unable to upload within QBO due to the company file name. Attachments sometimes may not work if you have a space, period, or if you have a special character somewhere in your file name.
Also, QuickBooks allows the use of certain attachment file types to ensure the security and integrity of your QBO account:
- PDF
- JPEG
- PNG
- DOC
- XLSX
- CSV
- TIFF
- GIF
- XML
For more information about adding or deleting attachments in QBO, here's an article with detailed steps: How to view, add, edit, or delete attachments.
If the issue continues, consider performing some troubleshooting steps to address potential webpage problems. Sometimes, browsers can behave unexpectedly due to stored caches. In such cases, accessing your account in a private window can help, as it ignores data from cached files.
These are the keyboard shortcuts:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Shift + N
If you can see the past attachments you've uploaded, let's return to your regular browser and clear its cache to refresh or use a different supported browser as an alternative.
Furthermore, you may find this article helpful if you want to export data from QBO, allowing you to keep an external record of financial data helps in maintaining a historical archive, which is useful for long-term strategic planning and comparisons: Export reports, lists, and other data from QBO.
I'll keep this thread open for any further assistance you may need with adding attachments or managing QuickBooks transactions. Just let me know anytime. Have a great day.
