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Guy Jacobs
Level 1

Scanned documents missing in Attached afrer server and version upgrade

Hello, 

 

We just upgraded from Windows server 2003 (yeah, i know..old) and Quickbooks Enterprise 2016.

moved all files to a new 2019 Windows server and installed Quickbooks Enterprise 2020 on server and workstations..

We were attaching many files to sales orders, and email communications to each customer transaction.

* One of the user was scanning documents in Attach function and had over 2800 scans over time in her local Quickbooks folder.

 

After moving to new server and version,  only some of the attached files are there.  Only email attachments by other user. No attached files that were scanned.

 

None of the workstation scanned and attached files are there.

 

Steps taken.
1. Copied all files under "\Program Files (x86)\Intuit\QuickBooks Enterprise Solutions 16.0\Scanned Documents"   to   "\Program Files (x86)\Intuit\QuickBooks Enterprise Solutions 20.0\Scanned Documents"
      (about 2800 pdfs, into new 2020 folder on local PC, C: Drive)

2. Went to Company\Documents\repair.      ( did not yield any results)

3. Downloaded Quickbooks Tools Hub.   ran all kind of repairs..   Nothing.

 

Please advise as i'm lost and in need to fix this issue of attached files.

Thanks

 

3 Comments 3
AileneA
Moderator

Scanned documents missing in Attached afrer server and version upgrade

Hello, Guy Jacobs. 

 

I appreciate your effort in performing troubleshooting steps to resolve the issue. Let's isolate this case by performing rebuilding and verifying your data in case there's any damage. The Verify Data utility identifies any potential data damage issues, while the Rebuild Data utility repairs data in your company file. 

 

If the program is in multi-user mode, you need to change to single user mode (Go to File -> Switch to Single User Mode). It is very important that you have to create a backup copy of your company file before running Verify and Rebuild Data.    

 

 

Verify Data: 

 

  1. Press the File menu. 
  2. Choose Utilities from the drop-down option.  
  3. Select Verify Data
  4. Tap Ok to continue.  

 

Note: If the verify process is successful, you are done. In case it fails due to some problem, QuickBooks will notify you to run Rebuild data. 

 

Rebuild Data:

 

  1. Click the File tab at the top. 
  2. Select Utilities from the drop-down option. 
  3. Choose Rebuild Data
  4. Click Ok on Rebuild has completed.      

 

If the same things happen, I suggest contacting our QuickBooks Desktop Support Team. They can further investigate it.  

 

Before doing so, please check out our support hours to ensure that we address your concerns on time. Here's how to connect with our Customer teams:  

 

  1. Sign in to your company account, then click Help.
  2. Choose QuickBooks Desktop Help.
  3. Hit Talk to human
  4. Enter the question in the description field, then click Search
  5. Select either Message Us or Call Us.      

 

Feel free to visit this article about fixing data damage: Fix data damage on your QuickBooks Desktop company file.   

 

We'll surely be closely looking into the issue you're currently experiencing. If there's anything else that you need help with, just leave a reply below. You take care!

debkgreene
Level 1

Scanned documents missing in Attached afrer server and version upgrade

I had a client file to do the bank recs. I returned the file and now they cannot find any of the attachments that they had attached to their customer.   they did a test and that file is there and they can open.  I tried to open

an attachment on the file i had here and it can not find it.   but I also did a test and can find and open the attachment      Does something happen to the file when a back up and restore is done?   We have tried *.pdf

to find them and they did find a few but they think it could be thousands that they had 

i am not sure what to do to find the attachments  

JenoP
Moderator

Scanned documents missing in Attached afrer server and version upgrade

The attachments are saved in the same location as your company file, debkgreene.

 

Renaming or moving the company file to a different location will break the connection between the Attached Documents and company file. You can re-link the Attached Documents so you can open them again.

 

Let me share these steps with you:

 

  1. Go to the location where your company file is stored and open the Attach folder.
  2. Follow the steps that apply to your situation:
    • If there is NO folder with the new company file name, change the name of the folder to match the new name of the company file.
    • If there is a folder with the new company file name:
      1. Open the folder with the OLD company file name.
      2. Copy and paste the contents of the Inbox folder into the Inbox sub-folder of the folder with the new company file name.
      3. Copy and paste the contents of the Txn folder into the Txn sub-folder of the folder with the new company name.
  3. From the QuickBooks Company menu, select Documents then Repair Attached Documents Links.
  4. Click Repair Links.

 

Check out this article for more details: QuickBooks Document Center FAQs and Common Issues.

 

Did you also know that you can now attach documents using your mobile phone? All you need to do is to download the QuickBooks Desktop mobile app. Check out this article for more details: Attach Documents to Transactions in QuickBooks Desktop.

 

Please don't hesitate to ask follow-up questions if you still need help with this. We're always here to help.

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