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I have been using QuickBooks desktop for Mac for over 10 years, currently I am using the 2020 version which is no longer supported. From what I could tell it will cost many hundreds of dollars per year to continue using the desktop version.
From what I’ve been told in the past, if I switch to QuickBooks online there is no way to import my attachment library. I’m wondering if that has changed and if QuickBooks can now import the attachment library from the desktop version into QuickBooks online?
I have thousands of receipts and invoices attached to transactions over the last decade, if I get audited I need access to all of this.
Thanks for reaching out to us about this matter, @Electrician, and I'll ensure it will be answered.
Yes, you're right. The option to import my attachment library in QuickBooks Online (QBO) is still unavailable up until now. You'll need to do it manually, or you can utilize a third-party app that integrates with QBO and will allow you to upload attachments.
Here's how:
If you want to learn more about the app, including contact details and support information, you can click on the app that provides services that are relevant to your business. Any questions about the integrated app in your Online account should be directed to the app's third-party provider.
I've also added the following articles for future reference:
Please keep me posted if you have any other QuickBooks-related concerns, especially with importing and exporting data. I'll be around. Have a great day ahead!
I do have a question, why doesn’t QuickBooks import the attachments into QuickBooks online? Why would I have to use third-party software? I could only assume that the third-party software will not work properly and that is why QuickBooks is washing their hands of it.
What sense does it make for me to upgrade to QuickBooks online if I still have to pay for QuickBooks desktop for Mac in order to have access to all of my previous transactions and attachments?
From what I’ve been told in the past, if I switch to QuickBooks online there is no way to import my attachment library.
You can purchase a 3rd party service to convert data with attachments to QBO or other accounting apps.
Yet no one will recommend a third-party app because none of them work correctly.
If any of them did, Intuit would purchase it.
If any of them did, Intuit would purchase it.
Correct. All migration tools don't support attachment data yet. We had to do it half manually to get it done.
Any specific concern?
Which service do you recommend we use?
You should contact Fiat Lux. They can convert data with attachments to QB Online or some other accounting apps.
Hi @Electrician
If you need to upload attachments into QuickBooks Online in batch from your desktop then can recommend that you have a look at an app called Zed Axis that you can find in the Intuit Marketplace, this could be the solution you are looking for.
You would need to have your data arranged as follows:
File Path | Note | Entity Type | Doc Number |
C:\Users\Public\Documents\MyAttachment1.pdf | Picture of the red widget | Invoice | 1001 |
C:\Users\Public\Documents\MyAttachment2.jpg | Picture of the green widget | Invoice | 1002 |
C:\Users\Public\Documents\MyAttachment3.doc | My attachment 3 | Bill | 99889 |
C:\Users\Public\Documents\MyAttachment4.jpg | My attachment 4 | Bill | 47479 |
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