Is there a report that shows attachment to expenses? I would like to be able to see which receipts I am missing but I don't see a paperclip anywhere

I’m glad to see you on this thread, @lmoore2.

I want to ensure your concern will be addressed. Let me share some insight about uploading an attachment in QuickBooks Online.

QuickBooks Online allows you to attach documents like general journal entries, credit memos, bills, and credit card charges. You may also add documents to inventory adjustments, vendor profiles, and other fields. All eligible fields are marked with a paperclip.

To add a document, you first must upload it to the QuickBooks Documents Centre. Then, hit the paperclip, select the desired file from the list of saved documents, and double-click it to attach it. If necessary, you may attach multiple documents to the same transaction.

Furthermore, if you need to upload a batch of attachments and link them to other transactions later, for example, the terms and conditions document, then follow these steps:

Here's how:

1. From the Gear icon, go to the List column.
2. Select Attachments.
3. Insert the file you want to upload by clicking the Attachment icon. Please note that the maximum file size is 20MB only.

Refer to this article to see a list of transactions where you can upload a file: Add or delete attachments in QuickBooks Online.

In addition, if you need to run basic financial reports, visit this page for more information: Run reports in QuickBooks Online.

If you have any questions or need clarification, please leave them in the comments section below. I'll respond as soon as possible.

Thank you, my question is there a report or export that shows me if a transaction has an attachment.  I am not going to use the tool if it doesn't show me if there is an attachment.  Only if you click into the actual transaction can you see the attachment.  There does not seem to be anywhere in the register or a report that shows this, at least not that I can find.  I would like to upload my receipts to their expense transaction.

Thanks for your attention to this question.

Hi there, lmoore2.

Allow me to chime in and share some information on how you can view all expenses with attachments in QuickBooks Online (QBO).

Here's how:

1. From the left menu, hit Expenses > Expenses.
2. Tap Filter drop-down and choose Expense from the Type drop-down menu.
3. Select the Status, Date, Payee, and Category.
4. Hit Apply.
    

Here's a sample screenshot for a visual reference:
 

You can also go to the Gear > Attachments to see what transactions are linked to that attachment. Please see this sample screenshot: 

To learn more about attachments, you can read this article: Attachments in QuickBooks Online.

You might also want to visit our Reports and accounting page to learn some best practices for managing reports in QBO.

Don't hesitate to leave a comment below if you have other questions about the list attachment. I'll be around to help. 

Hi there, lmoore2.

Allow me to chime in and share some information on how you can view all expenses with attachments in QuickBooks Online (QBO).

Here's how:

1. From the left menu, hit Expenses > Expenses.
2. Tap Filter drop-down and choose Expense from the Type drop-down menu.
3. Select the Status, Date, Payee, and Category.
4. Hit Apply.
    

Here's a sample screenshot for a visual reference:
 

You can also go to the Gear > Attachments to see what transactions are linked to that attachment. Please see this sample screenshot: 

To learn more about attachments, you can read this article: Attachments in QuickBooks Online.

You might also want to visit our Reports and accounting page to learn some best practices for managing reports in QBO.

Don't hesitate to leave a comment below if you have other questions about the list attachment. I'll be around to help. 

I have attached a receipt to a CC charge but nothing shows up in the paperclip column.  This is exactly what I was looking for if there was an indicator in that column...but alas, it is blank.  I attached the receipt in the CC expense.  Would that make a difference?

That did the trick!! Thank you so much!

Hey there, @lmoore2. 

Thanks for coming back and letting us know those steps worked for your business. 

I'm so glad you were able to run a report with your requests. 

Don't hesitate to reach back out if you have any other questions. Have a splendid day and weekend ahead! 

Is there a report that you can run that will print off all your expenses with the attachements printed out as well? I like to put together a report at the end of the year that lists out all my expenses and then puts all the receipts behind them. Transitioning to quickbooks and if there is a report that does this, that would be very helpful.

Hi there, @jonrupell.

Thanks for following along and sharing your concerns. It's great to see that you're joining the QuickBooks family. I'm happy to go over some steps to print off your expenses and attachments in QuickBooks Online. 

Here's how: 

1. From QuickBooks Online, navigate to the Expenses tab and the Expenses section.
2. Open the Filter dropdown menu and set the date range to Last Year (or Custom to whatever you need).
3. You'll also need to filter the Expense List to include the Attachments column to include the receipts.  Click the gear icon to the top right of the report to find this filter.
4. Click the page and arrow icon to Export the list to Excel, which offers greater variety and control.

You can also choose to print the attachments without the expenses as well. Here's how you can do that: 

1. Go to Settings.

2. Under Lists, choose All Lists. 

3. Select attachments. 

4. Click the little printer icon upper right-hand corner of the attachment table. 

That's all there is to it. Please let me know if there is anything else I can assist you with today. Take care and have a wonderful weekend! 

I have followed the steps outlined in this thread to generate a report of expenses which has the attachments attached however, it is not working for me. I can create the list of expenses, it shows the column that shows the number of attachments, but when I export to excel, it still only shows the number of attachments, not the attachment itself. I can confirm that the attachments are correctly attached to each expense. Please advise.

I need the same thing - a report that show the actual attachment along with the expense.  Please advise how we can do that.

I'm here to provide the guidelines you can follow to allow you to have a report that shows the actual attachment along with the expense.

Here's how:

1. From the left menu, hit Expenses > Expenses.
2. Tap the Filter drop-down and choose Expense from the Type drop-down menu.
3. Select the Status, Date, Payee, and Category.
4. Hit Apply.

 You can also head to the Expense Transaction page, to check if a transaction has one or two attachments. Look for the Attachment column, which will indicate the number of attachments. To view the attachments, click the Gear icon next to the Export icon and select the Attachments option by checking the box.

For more details about attachments, refer to this article: Attachments in QuickBooks Online.

You can visit this article to know the specific ways to customize your reports: Common custom reports in QuickBooks Online.

If you have any further concerns about running reports, don't hesitate to post them here. Have a great day!

I also need this same information.  I followed the 4 steps as you instructed however after I did Step 4 "Apply", all it did was limit the number of invoices shown on the list specific to the vendor I selected.  When the report is run in Excel there are no actual copies of the attachments (just a column that says the number of attachments).  How do you run the report to see the actual attachments (pdf/jpeg,etc.) associated with the expense?

Thanks for chiming in on this thread, @melissaro.

I appreciate you following the steps provided by my colleague above. I see the benefits of seeing the actual attachments when exporting the expenses in QuickBooks Online.

Although we can see the number of attachments on a column from Excel, we're unable to open them. Thus, it's for data purposes. That said, we can send this suggestion to our Product Development Team so they may consider adding this feature in future QBO enhancements.

I'll show you how: 

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

Please know that it still depends on the number of requests we receive from the customers before they implement this.

You can also edit the expense transactions if you need to make changes. Follow the steps provided in this guide: Edit or delete expenses in QuickBooks Online.

You'll want to check out this article for guidance when everything is set. This can guide you further in categorizing your transactions: Categorize and match online bank transactions in QuickBooks Online.

Feel free to reach out again to keep us posted if you have more concerns about managing your expenses or any transactions in QBO. Take care always.