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Avioaccounting
Level 2

Quick books Online Desktop App not saving outlook attachments

Hello,

When saving a attachment from an outlook email directly to quick books online on a browser it works fine, but when i try to do the same thing on the quick books online desktop app client the file disappears. 

5 Comments 5
GraceC
QuickBooks Team

Quick books Online Desktop App not saving outlook attachments

Hello there, @Avioaccounting.

 

Let's refresh your QuickBooks Online app to help resolve this issue with saving outlook attachments.

 

Here's how:

  1. Go to: http://quickbooks.intuit.com/apps/.
  2. Scroll down to Get the QuickBooks Mac or Windows App section, and select Free Download
  3. Hit Download Now.

Once done, try creating and saving the outlook attachments again. For additional troubleshooting steps, I'm attaching the QuickBooks App for Windows and Mac: General support article with the detailed instructions.

 

Reach out to us if you need further assistance. I'm always happy to help. Have a great day!

Avioaccounting
Level 2

Quick books Online Desktop App not saving outlook attachments

Greetings,

 

Thank you for your response, unfortunately this did not solve the error that the quick books online app is having. let me be more specific it is possible to put any attachment saved on a windows explorer folder on to the app, but attachments directly from Microsoft outlook only give the appearance that it is being saved in the quick books online app. 

MirriamM
Moderator

Quick books Online Desktop App not saving outlook attachments

Thanks for getting back to us and providing detailed information about your concern, Avioaccounting.

 

Yes, it's possible. Whatever attachments you can attach in QuickBooks Online (QBO) mobile app, you can do the same thing in the Desktop app. 

 

To further isolate the issue, let's start by clearing the Window App's Cache. Here's what you'll need to do:

  1. Click Help on the navigation bar at the top.
  2. Pick Reset App Data.
  3. Allow a moment for the process to complete, and then close the app.
  4. Be sure to right-click the app and Run as Administrator when re-opening.

Once done, try to add attachments again. If the issue persists after resetting the App Data, I recommend doing a full reinstall of the program. 

 

To know more about QuickBooks Attachments, you can consider looking this article: Attachments in QuickBooks Online.

 

Keep me posted on how things go. I want to ensure you'd able to save outlook attachments. Have a great day!

Avioaccounting
Level 2

Quick books Online Desktop App not saving outlook attachments

Hello both methods have failed i will give a little more insight because it was working fine, and attachments were saving when the app first downloaded, but now even after complete reinstall it still does not save attachments directly from outlook. 

Rasa-LilaM
QuickBooks Team

Quick books Online Desktop App not saving outlook attachments

Hello again, @Avioaccounting,


Thanks for following the steps provided by my peers and sharing with us the results. Since you continue to get the same issue, I recommend you get in touch with our QBO Care Team.


One of our support agents can look into your account in a secure space. They have tools to help check why you’re unable to attach documents from Outlook.


Once they’ve identified the cause and its fix, our specialists will help and guide you on how to resolve the issue. Here’s how:

 

  1. Tap the Help menu to open the Search window.
  2. Scroll down to choose the Contact us link.
  3. In another window, type the issue/topic in the field box and click on the Let’s talk button.
  4. Choose Start messaging or Get a callback.

For an overview of the features available in the desktop app version, check out the following article. It also contains tips for working with the app: Quickbooks Online App.


Reach out to me if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.

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