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QBO Plus Uploaded pdf Documents

I am in the process of extracting data from account A and uploading it to account B to fix a hopelessly broken inventory in account A.

Is it possible to go to the uploaded attachments view list and download them to my desktop in order to attach them to the appropriate files in the new account B?

I am using an app which does not handle linked transactions or attachments when it downloads invoices/sales receipts/bank deposits/checks/customers/vendors etc.  It will be VERY time consuming to go through every record in the old QBO account and download them from where they are attached, especially since all records do not have attachments.

Solved
Best answer 12-17-2018

Accepted Solutions
QuickBooks Team

Re: QBO Plus Uploaded pdf Documents

I hope your week is off to a great start, BlueJ!

 

Thanks for sharing on-point details about your situation. Good news! It's possible to get the files from the Uploaded Attachments page. I can guide you through the steps. 

 

You can opt to export them by batch or download them individually. Let me show both ways. 

 

To export by batch:

  1. Go to the Gear icon, then Attachments.
  2. Put a check mark on the attachments you need.  
  3. Click the Batch Actions drop-down.
  4. Select Export

They'll be exported in a zip format. All you need to do is convert, save and upload them to Account B. 

 

To download individually:

  1. Go to the Gear icon, then Attachments.
  2. Locate the file you need.
  3. Click Download

Here are articles for future reference:

That's it! You are on your way of seeing these attachments to your new account. 

 

Indeed, there are a lot of third-party apps available for the process you need. But, when hurdles block the way, rest assured the Community is here to help you out!

 

If you have other questions in mind, don't hesitate to post back. I'll be around. 

4 Comments
QuickBooks Team

Re: QBO Plus Uploaded pdf Documents

I hope your week is off to a great start, BlueJ!

 

Thanks for sharing on-point details about your situation. Good news! It's possible to get the files from the Uploaded Attachments page. I can guide you through the steps. 

 

You can opt to export them by batch or download them individually. Let me show both ways. 

 

To export by batch:

  1. Go to the Gear icon, then Attachments.
  2. Put a check mark on the attachments you need.  
  3. Click the Batch Actions drop-down.
  4. Select Export

They'll be exported in a zip format. All you need to do is convert, save and upload them to Account B. 

 

To download individually:

  1. Go to the Gear icon, then Attachments.
  2. Locate the file you need.
  3. Click Download

Here are articles for future reference:

That's it! You are on your way of seeing these attachments to your new account. 

 

Indeed, there are a lot of third-party apps available for the process you need. But, when hurdles block the way, rest assured the Community is here to help you out!

 

If you have other questions in mind, don't hesitate to post back. I'll be around. 

Not applicable

Re: QBO Plus Uploaded pdf Documents

Thanks so very much, Vivien.  This conversion has been a monumental task for us, but I am so grateful to have found the app to do it.  

Your quick reply is appreciated.  

Jan

Not applicable

Re: QBO Plus Uploaded pdf Documents

none of these address my issue.

QuickBooks Team

Re: QBO Plus Uploaded pdf Documents

Hi there,@jstranbergjr.

 

I appreciate your time checking this with the QuickBooks Community. I wanted to make sure this gets taken care of. 

 

Are you trying to export your QuickBooks Online (QBO) transactions to another version of QuickBooks? If so, you can check these articles for the detailed steps and information: 

I'd appreciate if you can provide more details about your post so I can able to address your concern. You can click on Add Comment button below if you want to add further information. Any details you can provide is extremely helpful for us to narrow things down.

 

I'll be around to help if you have additional questions. Have a good one. 

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