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Level 2

How can i see which expenses have a receipt attached?

I could see this info easily in transactions in quickbooks online self employed but now that I have switched to QB Online Essentials I cannot. Thanks!

4 Comments
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QuickBooks Team

How can i see which expenses have a receipt attached?

Hi there, yaegerj.

 

You've come to the right place. Finding expenses with attachments is my specialty, so let me lend you a hand in locating these transactions in QuickBooks Online.

 

The best place to find them is in the Expenses tab. We just need to customize it a bit so we can easily identify which expenses have a receipt attached to it. The steps below will guide you through this process:

  1. Click Expenses in the left navigation menu.
  2. Go to the Expenses tab.
  3. Click the Filter drop-down menu
  4. From the Type drop-down menu, choose Expense.
  5. Hit Apply.
  6. Click the Gear icon right above the Actions column.
  7. In the Gear icon menu, select Attachments, then click anywhere on the page to close the menu.

Once the customization has been applied, the Attachments column (paperclip icon) will appear. This column will show you the specific transactions with attachments. I've attached a screenshot below to show you how it looks like.

 

That should do it! I'm confident that with these resources you'll quickly be a pro at finding transactions with attachments in QuickBooks.

 

Please know that I'm only a post away if you need additional assistance. I'm always here to provide help and answer any questions that you may have. Wishing you and your business all the best!

Highlighted
Level 2

How can i see which expenses have a receipt attached?

Thank you. This was helpful. I can now see the paperclip column in expenses. However, I must be attaching receipts in the wrong place because there is nothing indicating an attachment in the paperclip column. I have been attaching receipts when reconciling bank transactions that are automatically downloaded from my bank. I do this in the banking tab.  When I go to the banking tab and click on individuals transactions I can see that I have attached something but it doesn't show up in the expenses tab. How can I do this more efficiently in the future? Thank you again!

Highlighted
Level 2

How can i see which expenses have a receipt attached?

I applied the same procedure to the Register and can now see attachments in that view. I can work with this but please let me know if I am attaching the receipts in the correct way. Thanks

Highlighted
Moderator

How can i see which expenses have a receipt attached?

You're doing it right, yaegerj. 

 

In the Expenses tab, you can only see the attachments you've uploaded when creating checks/expenses/bill payments. All other documents uploaded in the Banking tab will show in the register page. For now, please continue pulling up the attached documents from for bank transactions in that page. 

 

If you have any questions, please let us know. We're happy to help. 

 

 

 

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