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Bel10
Level 2
posted
‎July 23, 2024 10:13 AM
last updated ‎July 23, 2024 10:13 AM

Attachments not saving to added bank feed lines - missing attachments even though it shows as added to bank feed

Hi everyone I hope you can help.

I am utilizing my PayPal bank feed to categorize and create sales receipts for my customers. I attach the PayPal receipt into QB using the add attachment button to the bank feed item. However, I have just discovered that when I go into my clients account and open up the receipt the attachment is not there even though when I've added the attachment to the bank feed it's showing the linked attachment.

So now I have over 300 PayPal transactions without the PayPal receipt attached for our accountants to review.

Did I do something wrong. where did the attachment go? I'm at a loss.

Thanks in advance for any advice.

Bel.

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1 Comment 1
jananthonyL
QuickBooks Team
QuickBooks Team
‎July 23, 2024 01:57 PM

Attachments not saving to added bank feed lines - missing attachments even though it shows as added to bank feed

Welcome to the Community, @Bel10. Let me clarify why you're unable to see the PayPal attachments to your bank transactions.

Categorizing a Sales Receipt from your PayPal bank feed doesn't automatically create a separate record in QBO. This is the reason why you weren't able to find the transactions with attachments on your client's profile. However, they are directly added to the bank register as a deposit.

To print a copy of the attachments from your bank register, here's how you can do it from your Chart of Accounts:
 

  1. Go to the Gear icon.
  2. Tick the Attachments box.
  3. Click the Print icon.

To categorize online bank transactions, refer to this article: Categorize Online Bank Transactions in QuickBooks Online.

To make sure your books are accurate, check this article for more information: Reconcile an account in QuickBooks Online.

Feel free to leave a reply for more questions or concerns about your banking transactions. I'm always ready to help.

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