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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.
Hello there, @Avioaccounting.
Let's refresh your QuickBooks Online app to help resolve this issue with saving outlook attachments.
Here's how:
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!
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.
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:
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!
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.
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:
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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