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Talisa
Level 1

Is anyone else having an issue with the paperclip attachment files from TD bank? I have not seen attachments since March.

I have called and I have not received any resolution yet.
3 Comments 3
JamesAndrewM
Moderator

Is anyone else having an issue with the paperclip attachment files from TD bank? I have not seen attachments since March.

I recognize the urgency to resolve the inability to see attachments associated with transactions from TD Bank in your QuickBooks Online.

 

We've received similar cases and reports about this. Know that our engineer is currently working on a fix for it. We appreciate your patience as we investigate this further.

 

For now, I recommend contacting our QuickBooks Support Team so that they can add you to the list of the affected users. This way, you'll get notified once there's a fix or progress update.

 

Here's how:

 

  1. Go to the Help menu, then click the Search tab.
  2. Click Contact Us.
  3. Select a topic, then enter a brief description of your concern and hit Continue.
  4. Choose either Chat with us or Have us call you and start connecting with them.

 

You can contact us from M-F, 6 AM to 6 PM PT, and Saturday 6 AM to 3 PM PT.

 

I'm adding these articles you can use in the future:

 

 

Feel free to tag me in the comment section if you need help managing and navigating attachments within your transactions in QuickBooks Online. I'm here to assist you anytime. Stay safe!

WCCS
Level 1

Is anyone else having an issue with the paperclip attachment files from TD bank? I have not seen attachments since March.

Has there been any updates to this? 

 

SheandL
QuickBooks Team

Is anyone else having an issue with the paperclip attachment files from TD bank? I have not seen attachments since March.

I'll connect you with the right team to assist you further in resolving this issue by viewing attachments from your TD bank account,  

 

Please know that we have an ongoing issue regarding this concern. Rest assured that our engineering team is aware of the situation and is actively working to resolve it.

 

In the meantime, I recommend contacting our support team so they can add you to the list of affected users. This way, you'll be notified via email once a resolution is in place.

 

To contact them, here's how:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to Help (?).
  3. Enter your question in the search field to look for Help articles.
  • Click on Contact Us and select a topic to get in touch with the right expert.

 

Please note that our support hours for Simple Start, Essentials, and Plus users are Monday through Friday from 6 AM to 6 PM PT, and Saturday from 6 AM to 3 PM PT. Advanced users can reach out to us anytime, any day.

 

See this article for reference: QuickBooks Online Support.

 

Additionally, you can check out this article if you want to speed up the process of categorizing your entries in QuickBooks: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If you have other questions about managing the attachments associated with your bank account, you can always count on this forum. I'm here to assist you anytime.

 

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