Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Yes, once you've categorized a transaction in QuickBooks Online (QBO), you can easily view any attachments associated with it directly in the transaction details, Lisa. Let me guide you on how to do this:
- Navigate to the Transaction menu and select Bank transaction.
- Choose Go to bank register.
- Select the small gear icon.
- Check the box next to Attachments.
- Use the funnel icon to filter the transactions by expense and make sure it's clear.
This process will display a column showing all the categorized expense transactions that include attachments, making it simple to manage and review your financial information.
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.
I'm here if you have more questions about viewing attachments in QBO. Just leave a comment below and tag me, and I'll make sure to follow up with you.
