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Level 4

Attachments in QB for MAC 2020

Hi everyone.

 

I just recently upgraded from Quickbooks for MAC 2016 to 2020.  Everything has been good, but I do have one question.

 

I have the Quickbooks company file and attachment library saved in my MAC computer in a directory that is part of my iCloud Drive.  So for the last few years while out in the field I could search for a customer's name on the iCloud Drive on my iPhone and find an invoice saved as an attachment inside of Quickbooks.  This was an awesome thing.

 

Now after upgrading to 2020 I am unable to do that.  The attachment library seems like a file instead of a directory.  Am I just out of luck with this?  Or is there a way to make the attachments saved in it individually "openable" without going thru the Quickbooks program to open them?

Solved
Best answer 01-10-2020

Best Answers
Highlighted
Level 8

Attachments in QB for MAC 2020

We changed the format of the attachments directory from a folder with individual files into it into a Disk Image file with a .qbattach extension.  Have to admit this use case didn't come up.

 

You can probably duplicate it, change the extension on the duplicate to .dmg, and then open it.  But that's pretty cumbersome for what you want to do.  We'll discuss it and get back to you.

View solution in original post

12 Comments
Highlighted
QuickBooks Team

Attachments in QB for MAC 2020

Hello, @Electrician.

 

Awesome to have you in the Community. You're in the correct spot to get assistance.

 

For this matter, I'd check the file for any damage that happened during the upgrade. Follow these few simple steps, and you are on the way to success:

 

  1. Go to File.
  2. Then Utilities.
  3. Run Rebuild Data.
  4. When the rebuild completes, go through the same steps and verify data.

Once these steps complete, view the Verify Utility and QuickBooks.log file to get the specific errors.

 

If any further assistance is needed, I'm just a click away.

 

 

 

 

 

 

Highlighted
Level 4

Attachments in QB for MAC 2020

Hi Kayla,

 

What makes you think there is damage to the file?

 

If it is in fact a file, then that would be the reason why I can't use another app (like Finder in my MAC or Files on my iPhone) to search for individual PDF attachments that are inside of it like I could with Quickbooks for MAC 2016, since I believe that attachment library was a directory.  

Highlighted
Moderator

Attachments in QB for MAC 2020

Hi there, @Electrician.

 

iCloud Document Sharing allows you to work with your QuickBooks Desktop for Mac 2020 from multiple devices connected to iCloud. 

 

Since you just upgraded to the latest version, let's make sure your company file is sync to an iCloud shared folder (Documents). Once done, open the file through the shared file. This way, you can access the updated file or attachments on all connected devices.

 

I’m adding steps on how to share the iCloud Files:

 

  1. Go to the Finder icon, then find the file you want to share.
  2. Select the company data to highlight it.
  3. Click the Share button, then select Add People.
  4. Choose how you want to send the invitation, for example, mail, messages, or social media.
  5. Click Share.

However, if you're still getting the same result, I'd recommend consulting our QuickBooks Mac Care Team. There they can check your account and can help you verify what's causing this odd behavior when accessing attachments through your iPhone. 

 

Here's how:

 

  1. Click Help at the top menu and select QuickBooks Desktop Help.
  2. In the Have a Question? window, select Contact us.
  3. Go to the first section and enter the details of your concern.
  4. Click Search and move to the second section.
  5. Select how you want to interact with them (phone or chat).

For additional reference, you can use the following article to know more about the features available in QuickBooks Desktop for Mac 2020: User Guide

 

Drop me a comment below if you have any other questions. Have a great weekend. 

Highlighted
Level 4

Attachments in QB for MAC 2020

Thank you for the reply MaryGrace.  I am not int he office now so I cant try what you said until later.  

 

But I am curious because the Attachment library file is called "Attachments Library.qbattach".  When I double click on it in my MAC, it asks which app I want to use to open it.  It's not a directory.  Isn't that the reason why I cant find the PDF attachment files in iCloud?  

Highlighted
QuickBooks Team

Attachments in QB for MAC 2020

Good day, Electrician.

 

It will ask you what app/reader you want to use when opening a document if it's your first time doing it or you updated something on your device. Also, this happens if you have more than one reader on your device, like Adobe.

 

The update made on your QuickBooks triggered this behavior. Though, we can set a default application for opening an attachment.

  1. Let's select any attachment we can open. Control-click to open the menu, and click Get Info.
  2. From the Open with: section, choose your preferred application.
  3. Hit Change All button, then click Continue.

If you can't see this option, simply double-click the attachment. When it ask you what app, just select your preferred application. Then, the attachment will automatically open using that app.

 

You can reply to this thread if you have any questions in mind. Have a great one!

Highlighted
Level 4

Attachments in QB for MAC 2020

I don’t think I am being clear.

 

I can’t find any of the attachments in the first place. Do you understand what I’m saying?

 

With QuickBooks 2016, I used to be able to search my computer or my iCloud for a customer’s name and the PDF attachment from inside the attachment library would come up in Finder or the Files app on my iPhone. 

no, I cannot find those files at all. The attachment library is a file itself, not a directory like it used to be. 

Highlighted
Level 8

Attachments in QB for MAC 2020

We changed the format of the attachments directory from a folder with individual files into it into a Disk Image file with a .qbattach extension.  Have to admit this use case didn't come up.

 

You can probably duplicate it, change the extension on the duplicate to .dmg, and then open it.  But that's pretty cumbersome for what you want to do.  We'll discuss it and get back to you.

View solution in original post

Highlighted
Level 4

Attachments in QB for MAC 2020

OK, so at least I know that everything is working as intended.

 

I agree that what I am talking about doing is not common, so I can’t expect changes to be made for this type of use.

 

I can live without doing this, I just wanted to be sure that I was not overlooking something.

 

Thank you 

 

 

Highlighted
Level 8

Attachments in QB for MAC 2020

Actually I misspoke. Its not a disk image - its a "package".   This is the same thing used to store the parts of an application.  On the Mac in the Finder you can control-click on it and choose "Show Package Contents". It will then open up as a standard folder - just like it used to be.  

 

I don't know if you can get the iPhone to open up a package and allow searching.  Still looking into it.

Highlighted
Level 4

Attachments in QB for MAC 2020

Thank you very much, I appreciate your looking into it.  

Highlighted
Level 1

Attachments in QB for MAC 2020

Re: "iCloud Document Sharing allows you to work with your QuickBooks Desktop for Mac 2020 from multiple devices connected to iCloud," is this a new feature with QB for Mac 2020? In a separate thread regarding an issue with QB Mac 2016, the apparently accepted answer indicated that there could be issues if the company file was saved on such a drive; that it really should be saved on the local hard drive or on a physically attached drive. It says, "The files are data bases and the shared file protocol isn't up to the task of facilitating data base access." Is that no longer true? 

here's why I'm asking (and I can make this a new thread if need be). I had been using iCloud drive to store my (2016) company file and attachments folder, because I am working from home during this COVID-19 "stay home" period. It worked fine initially. The files have been accessible from my MacBook Air at home, and I've been in business. 

Today I had to go in to the office to do some things that required physical presence, and I could not open the file on my desktop Mac there, because it said it was open on my MacBook Air. But it wasn't. I wisely brought it with me and made sure that it was closed and quit before I disconnected it from my home network, and it was definitely not running. I opened it and closed it several times on the laptop, even logged off the machine entirely, and on the desktop it still said that it was logged in on the laptop and so couldn't be opened. 

I thought a remedy might be to try using Microsoft OneDrive instead of iCloud Drive, and it kinda sorta works, both computers can open the company file, but now I can't get the program to recognize the existing Attachments folder. I use it primarily with Sales Receipts, and the existing transactions which I know have attachments are not showing any here. 

So I have one or multiple problems, not sure which. I just need to be able to open and use the company files and attachments from wherever I happen to be, whether it's in the office or out in the field. Seems a basic need, I think, though it may be tricky under the covers. Please advise! Thanks. 

 

Highlighted
QuickBooks Team

Attachments in QB for MAC 2020

Hello there, kgardner. 

 

I suggest getting in touch with our customer support team so they can look into your account and check our QuickBooks Desktop compatibility. They can screenshare with you and walk you through the detailed steps. 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop for Mac
  3. Click Company File and scroll down to the page. 
  4. Click Message us

I'm here if you have other questions. Take care always!

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