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karol1
Level 1

Is there a way to get a report or list of transactions that do not have an attachment?

This would facilitate getting receipts that are needed as documentation.
Solved
Best answer May 02, 2021

Best Answers
Kristine Mae
Moderator

Is there a way to get a report or list of transactions that do not have an attachment?

I'm here, Karol1. I'll help you check the list of transactions without attachments.

 

If you want to see the list of expense transactions that don't have attachments, you can follow these steps:

  1. Click Expenses.
  2. Go to the Expenses tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

If there are no attachments, you can see the Attach a file link. You can also export the list by clicking the Export to Excel icon.

 

If you want to see the sales transactions, you can follow these steps:

  1. Click Sales.
  2. Go to the All Sales tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

You can also export the list so you can have a better view of the sales transactions that don't have attachments. 

 

I'll also include this article to help you manage your attachments: Attachments in QuickBooks Online.

 

Feel free to visit the Community if you have other concerns. We're just one post away. Keep safe!

View solution in original post

7 Comments 7
Kristine Mae
Moderator

Is there a way to get a report or list of transactions that do not have an attachment?

I'm here, Karol1. I'll help you check the list of transactions without attachments.

 

If you want to see the list of expense transactions that don't have attachments, you can follow these steps:

  1. Click Expenses.
  2. Go to the Expenses tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

If there are no attachments, you can see the Attach a file link. You can also export the list by clicking the Export to Excel icon.

 

If you want to see the sales transactions, you can follow these steps:

  1. Click Sales.
  2. Go to the All Sales tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

You can also export the list so you can have a better view of the sales transactions that don't have attachments. 

 

I'll also include this article to help you manage your attachments: Attachments in QuickBooks Online.

 

Feel free to visit the Community if you have other concerns. We're just one post away. Keep safe!

Sheryll_S
Level 1

Is there a way to get a report or list of transactions that do not have an attachment?

The attachments page NEEDS a filter so you can ONLY see transactions that do NOT have an attachment.  My customer files are so long that I cannot find which transactions are missing attached receipts, which my client needs to know. The way it is now, the list is almost useless.

Sheryll_S
Level 1

Is there a way to get a report or list of transactions that do not have an attachment?

Feedback for the developers:  The Attachments page NEEDS a filter so you can view ONLY the transactions with NO attachment, which is what my clients need to see.  With a list of hundreds or thousands of transactions that go back years, the inability to filter the list makes it useless.

 

It would also be helpful to be able to limit the date range.

ReymondO
QuickBooks Team

Is there a way to get a report or list of transactions that do not have an attachment?

Thanks for joining the thread, @Sheryll_S.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

In addition, you can personally send your feedback request by logging in to your QuickBooks account. This way, our developers can review your product suggestions to help improve your experience.

 

  1. Select the Gear icon at the top and click Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

Stu13
Level 1

Is there a way to get a report or list of transactions that do not have an attachment?

Where do I find the Expenses tab in the Desktop 2021 version?

grandiose
Level 1

Is there a way to get a report or list of transactions that do not have an attachment?

Very helpful. Is there a way to search for JEs without attachments? Thanks!

nmarshik
Level 2

Is there a way to get a report or list of transactions that do not have an attachment?

I don't think so but you can create your own JOURNAL register (a fake "bank" account) to add a a zero line item to all JE's. Then you can use the Register view to look for attachments.

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