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mike542
Level 1

Where are the check attachment images in the new ai-powered banking transactions page in QBO?

Up until today, images were always available on the right hand side via a link that made matching fairly seamless. Today, it shows there is an attachment and it shows a jpg. file however there does not seem to be a link anywhere or a setting to add a column that I can find yet that gives access the file(s).

2 Comments 2
MariaSoledadG
QuickBooks Team

Where are the check attachment images in the new ai-powered banking transactions page in QBO?

Attachments will appear on the right side of the Confirm tab button while you are in the For review tab, Mike542.

 

I've added this screenshot for your reference:

 

 

If the attachment icon highlighted in a neon square above is not visible, you can click on the transaction itself to check and confirm if the attachment is included.
 

 

However, if the attachment has been added but it still isn't appearing next to the transaction, we can perform troubleshooting steps to fix this. 

 

Sometimes, your browser may encounter issues that prevent the updated status from displaying like attachments. This happens due to outdated browser versions or compatibility problems.

 

To resolve this, you can delete the cache and clear Intuit specific cookies to free up space and potentially improve your device performance. 

 

But if the problem persists, consider switching to another browser

 

You may also wish to see all the attachments you've added, you can Navigate to the Gear icon and then Attachments

 

On top of that, learn how to categorize downloaded transactions. Check this out for more information: Categorize Online Bank Transactions in QuickBooks Online.

 

If you have any other questions or further concerns about attachments or bank transactions, feel free to let me know so I can get back to you. 

ParadeBookkeeping
Level 1

Where are the check attachment images in the new ai-powered banking transactions page in QBO?

My screen doesn't look like that. The OP is right. There is no way to view attachments in the new banking page as of about a week ago. Prior to approximately a week ago, after you clicked on the number in the paper clip column to open the attachments list, you could then click on the individual files in the list to open the image in a separate browser tab. But this feature mysteriously stopped working about a week ago. It is not a browser cookie or cache problem. It happens on all browsers and all devices I've tried. This is a serious bug. Someone inside of Intuit needs to take this issue seriously and give it the urgent attention that it deserves. It is obviously essential to be able to view check images. Switching back to the old banking page is the only option I know of right now and tech support is of no help at all and won't even escalate the issue, claiming that the feature is working as designed, and gosh darn it, there's just nothing at all that they can do.

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