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Hello,
We are a paper-free company and we scan every document into PDF, using the QB doc center and attach the PDF files to the QB records (Invoices, payments etc...)
For example I have a file named CHECK-12345 with the company name in the Title field
When running a search for the document, either by file name or the title, I get no results.
However if I go for example into the record entry to which this file is attached and click on the attached file I can open the PDF.
I can also see the physical file under this folder:
Company Files\Attach\<companyName>\Txn
Each scanned file is located in an individual sub-folder named with numbers like 80033599-##########
I tried all methods to fix links, rename the xxxxx.QBW.SearchIndex sub folder etc... but to no success
Any ideas?
Changes in the filename could be the reason why you’re unable to locate them in QuickBooks, Bluemanta.
Have you tried matching the attach filename to the company name? If not, below are the steps to do so:
You can also check this to learn more about the common concerns in QuickBooks Doc Center: FAQs.
If this won’t work out, I’d recommend contacting our technical support team. They’ll be able to perform additional steps to figure out the issue.
Here’s how you can reach out to them:
Consider this space as your home, so please don't hesitate to ask a question again if you have any.
I spoke with LEVEL 3 support and they agreed with me this may be a bug or bad design.
Here are more details:
Scanned document can only be attached once. After it has been attached to a transaction it is no longer available to be attached to another transaction.
This forces me to scan the same document again for each transaction I would like to attach it for - Not efficient and not desired.
In addition:
Furthermore, I'm not sure why QB is managing the document-to-transaction associations through the file system instead of maintaining the transaction-to-file associations in many-to-many relationship in a database table and keep only one copy of the physical file rather than creating duplicates.
I also submitted a bug report through QB and would like to encourage everyone to submit similar reports to make the developers pay attention to this critical issue.
Thank god I found this thread. This is entirely not documented clearly (the disappearing files attach-once feature). Why have a bloody DOC CENTER if it isn't for managing documents you can re-use! We have a significant and critical "Terms and Conditions" doc we want to attach to every invoice (and really QB should allow for a "attach this to every invoice" feature) but it is SO tedious to have to reattach.. . if the Doc Center worked as "appearances suggest it should" i would be absolutely ideal.
By the way the lousy "oh your folder was renamed" directions that you find when you search for this problem is a massive misdirection and waste of time. I suspect 98% of people searching and complaining about not finding documents are becuase of this 'feature / functionality / working as designed' and almost NONE of them are because they renamed the folder, yet thats what they always get told.
Hello @CohesionSpotormorts,
Since your attachments are missing after linking them to an invoice, I'd recommend contacting our Customer Care Support. They have the tools to further look into the account and can also create a case to be submitted to our engineers for further investigation.
In addition, here's an article you can read to learn more about our available support: Support hours and types.
Lastly, I've got you this helpful article for ideas about how you can manage your account and transactions: Help Articles for QuickBooks Desktop.
If there's anything else that I can help you with, let me know in the comments. I'll be happy to help.
I have had the same issue, it is enough to drive you crazy. Why have the search bar if it doesn't work.
I called QB and they said it was a problem with my server.......I didn't buy that excuse. I glad to know
at least it's not just me!
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