Bug with unsaved file attachments on invoices

I understand that experiencing an issue while performing a task in QuickBooks can be upsetting, billr1.

May I know the specific wording of the error message you received when attempting to attach a file to your invoice? This information can help me check if some users have the same issue. 

To address the issue you're facing, let's perform some troubleshooting steps to resolve the error. One approach is to log into QuickBooks using an incognito window or private browser. This mode doesn't save your browsing history, which can sometimes cause software issues and lead to errors. You can use these shortcut keys as a reference:

Let's use an incognito or private browser window to resolve this.

• Ctrl + Shift + N  for Google Chrome
• Ctrl + Shift + P for Firefox
• Control + Option +P if you're using Safari

If you can successfully attach the files, return to the regular browser and clear the cache. This removes any historical data resulting in any error message when attempting to attach them. Switching to a different supported browser can also fix the issue.

I recommend visiting this link to learn how to manage your books and transactions more organized: Attachments in QuickBooks Online.

Furthermore, to help you organize your invoice/estimate template in QuickBooks, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This guide provides instructions on incorporating various elements into your sales form and personalizing them to suit your preferences.

You can always reply in the comments below if you need further assistance managing invoices. We'll be right here, willing to help at any time. Have a good one!

Thanks. I have taken a series of screenshots that show the bug. However, this thing will only let me attach one screenshot (and will not let me attach a ZIP of all 5 screenshots). The one I attached is the final screenshot with the bogus error message. Here are the steps:

1. Try to drag and drop a file from Windows File Explorer, but the file is open in Excel.

2. The message appears in the file attachment box: "Error uploading the file [filename]".

3. Scroll to the right in the file attachment box and there is an x. I click on the x and the filename goes away. The attachment box is now empty.

4. I close the file in Excel, then I try dragging it into the attachment box again. This time it attaches successfully.

5. I try clicking Save at the bottom of the invoice window. It gives the error message shown on the screenshot I have attached here.

If I delete the file again (i.e., there are no attachments), it will save the invoice successfully. It is only when I try to attach something after deleting the failed attachment that it then will not save the invoice. It doesn't matter whether what I try to attach the 2nd time is the same or a different file. And it doesn't make any difference if I disable my popup blocker. This has nothing to do with browser version or cache or cookies, it is a bug.

Thanks,

- bill. 

The bug is that QB Online does not recognize that a file attachment that failed has been deleted. It has nothing to do with the browser or cache or cookies or whatever. I have a popup blocker 

I appreciate your patience and dedication in trying the suggested solutions, @billr1. Allow me to provide you with the steps to contact our support team in QuickBooks Online.

If a bug is causing performance issues with QuickBooks Online, I suggest contacting our Support Specialists. They have the expertise to investigate and resolve the specific issue you're facing. By reaching out to them, they will analyze the problem and provide you with a solution or workaround.

Here are the steps:

1. Log in to your account.
2. Click the? Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion with your concern, then click Continue.
5. Choose to Get a callback to connect to us.

Moreover, I've got you this article that helps you customize specific reports in QuickBooks. Do you need to modify them? See these pages for your guide:

• Use and customize form templates
• Customize reports in QuickBooks Desktop

Please feel free to remark with your response. I'm excited to provide more information on invoice-related matters. Have a great day.

Hi, thanks but I don't want to work with tech support on this. I know what the workaround is -- it's to refresh the page, which will cause you to lose everything you put into the invoice and start over again. Tech support is just going to take half an hour to tell me this. All I want to do is report what is clearly a bug, and I want to know how/where I do this.

Thanks,

- Bill.

Hello @billr1, thanks for reaching back. 

I can definitely assist you in reporting the bug and provide guidance on how to do so. Instead of waiting on tech support, you can directly submit your feedback through our online feedback form.

Here's how:
 

1. Open your QBO account.
2. Hit the Gear icon at the top, then select Feedback.
3. Type in your product suggestions.
4. Click Next to submit feedback.

You can also utilize our Customer Feedback page and check the status of your request.

Moreover, here's an article in case you want to have a snapshot of your business and monitor your sales transactions: Run reports in QuickBooks Online.

Let me know in the comments below if you have additional questions or concerns. I'll be around to assist. Take care, and enjoy your weekend.

Thanks for your help. I have done this.

Best,

- bill.

Have you realized you cannot send that attachment as an attachment in the email to the customer? Also, I have yet to find a way to see the attachment from the customer's view of the invoice. So... there is no connection to any supporting document for the customer's invoice. This is evidently not a bug (as many other things I've experienced with this new update) but intentionally removed as an option. I've found a few comments but I would imagine there are a lot more that are experiencing the pain of this issue.