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bexmg
Level 3

Cannot view attachment in app

Previously I could pull up an invoice in the QB app, and look at the attachment.  I could then email or text it to someone.  I can no longer do that!! The attachment is there, but very small and I cannot click on it.  HELP!
8 Comments 8
AnneMariee
QuickBooks Team

Cannot view attachment in app

Let's go through some troubleshooting steps together so you can view your invoice attachments, bexmg.

 

When the application isn't fully functional, one of the causes is the app's data. Here are some quick steps to fix most app-related issues:

 

  1. Close and restart the app.
  2. Clear app data. To do this:
    1. Open your device Settings.
    2. Select Apps (varies by device).
    3. Choose the QuickBooks app from the list, then select Storage.
    4. Select Clear data.
  3. Power down and restart your device.
  4. Uninstall and reinstall the app.

 

Alternatively, you can access QuickBooks Online through your device's web browser. For best results, use the following:

 

iPhone / iPad

  • iOS 11.1 or newer.
  • Safari browser with Private Mode Off to allow cookies which are required for QuickBooks Online.
  • Other browsers such as Chrome and Dolphin are not supported on iOS but may work.

 

Android smartphones and tablets

  • Nougat 7.1.1 or newer.
  • Chrome browser.
  • Other browsers such as Firefox, Opera, and Dolphin are not supported but may work.

 

Notes about Surface/Windows Phone 8

  • Microsoft Edge browser works on Surface.
  • Windows Phone 8 is not supported and will not work.

 

Once you've successfully logged in to your QuickBooks Online company, you should be able to go ahead and view your invoice attachments. 

 

If you need more information on how to troubleshoot the QuickBooks app, here are some helpful articles that you can refer to:

 

Once the issue has been resolved, you may want to personalize your sales forms to your liking. Here's a guide on how to do it: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you have follow-up questions about this or anything else. I'm always here to help. Stay safe.

bexmg
Level 3

Cannot view attachment in app

Well, I did all that, and even uninstalled/rebooted/reinstalled the app.  No luck.  I've attached a pic below.  You can see the attachment.  It's TINY on a phone or tablet, which is fine, because previously I could click on it and it maximized it.  At that point, I could text or email it.  Nothing happens when I click on the attachment any longer.  Help?

 

 

MJoy_D
Moderator

Cannot view attachment in app

Thank you for trying the steps provided to resolve the issue you're having, @bexmg. I'm here to share additional information that can help you with resolving this concern. 

 

Since you're still having trouble viewing the attachment in the app, I suggest reaching out to our Customer Support. They have the tools to check your account in a secure environment, isolate the errors, and help you resolve them. 

 

Here are the steps:  

 

 

  1. From the Menu ()tap the (?) question mark icon at the upper-right corner of the page.
  2. Tap the Help & Support option. 
  3. Follow the prompts to connect with support.

 

Check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

Here's how you can record invoice payments from your mobile app once you've received them: Receive an invoice payment using the QuickBooks Online mobile app

 

You can always go back to this thread if you need more help with your invoices or anything else. The Community is always here to answer them for you. Have a great rest of the day!

bexmg
Level 3

Cannot view attachment in app

I did what you ask (connect to support) and it brought me back to the forum. 

IrizA
QuickBooks Team

Cannot view attachment in app

I appreciate you for doing the steps above, bexmg

 

As we're restricted to the public forum and this issue requires a thorough investigation using the specialized tools available to our live support team, I suggest reaching out to our online support again. They can review the issue in their system and utilize their tools to identify the issue you're encountering.  

 

Here's how: 

 

  1. From the Menu ()tap the (?) question mark icon at the upper-right corner of the page.
  2. Tap the Help & Support option. 
  3.  You may choose CallbackAppointment, or Chat as your way to connect with us. 
  4. Follow the onscreen process. 

 

You can also use this material to know when's the best time to reach out to our support: QuickBooks Online Support

 

Once the issue is resolved, you may want to proceed with recording the invoice payments of your customer: Receive an invoice payment using the QuickBooks Online mobile app. 

 

The comment section is still available whenever you want to ask us. We're still around to help. 

Nerijus
Level 2

Cannot view attachment in app

hi, 

I wanted to complain about the same issue, im also not sure why quickbooks team keeps wasting their customer time by misinforming with wrong troubleshooting, please just tell us that this feature is not available and we will understand and hope that this will become available someday, please dont send us to some customer service, then that customer sends us back here to say the same thing..

Of course, i hope this will be upgraded, because we add our picture files to estimate but then we are not able to open our own attachment from our own quickbooks app. 

bexmg
Level 3

Cannot view attachment in app

Nerijus,

Exactly!! It was working before--what did they change??? My workers in the field need to be able to see the attachments and no longer can, therefore they are calling me asking me for information which is unnecessary!!

Carneil_C
QuickBooks Team

Cannot view attachment in app

This isn't the experience we want you to have when viewing attachments in your estimates using the QuickBooks Online (QBO) mobile app, @Nerijus.

 

Please know that the attachment feature is still supported on mobile devices. For detailed information about this, feel free to read this reference: Compare mobile app features.

 

As we value your feedback regarding this option, I recommend sending this to our Product Development Team. Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

In the meantime, I'd recommend accessing your QuickBooks Online (QBO) through a web browser and performing the transactions again.

 

In addition, you can check out our Feedback forum page to view a roster of QuickBooks users who have previously posted their feedback and the latest product updates in QuickBooks.

 

On top of that, I have this informative article on managing your customer payments. It covers receiving payments for invoices: Receive invoice payment.

 

Please let me know if you need clarification about attachments or questions about managing your sales transactions. I'll be standing by for your response. Stay safe always.

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