We can explore the cause that prevents you from adding an attachment to QuickBooks, pinehillslake. I'll outline a comprehensive troubleshooting process below.
Beforehand, we need additional information regarding your concern. What specific error did you encounter when attempting to upload the attachment? These can help us identify the most relevant fix to address them and get everything back in order.
In the meantime, please note that QuickBooks Online supports certain attachment file types. Also, the option to include PDF files when sending customer statements is currently unavailable. Lastly, your file name should not contain special characters.
If you already adhere to these requirements and the issue persists, access your company using a private window. This can check if it's associated with corrupted cache files, as these can affect your experience when performing particular tasks within the software.
You can refer to these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift
Once successful, proceed to your regular browser and clear its cache to avoid related discrepancies. Please also ensure that you use a supported and updated browser to maximize your experience.
On the other hand, there are typical reports you can utilize to review the financial health of the different aspects of your business. To determine which report suits your needs and learn how to customize them, refer to this material: Common custom reports in QuickBooks Online.
Get back to this thread whenever you have other inquiries about adding and managing attachments in QuickBooks Online. Your satisfaction and seamless interaction with the software is essential to us.
