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Best answer November 03, 2020
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Good day, GF2020.
Let me show you how to check if the expense transactions have attachments or not. Please follow these steps:
- Go to the Accounting tab and select Chart of Accounts.
- Locate the account and click View register.
- Click the small gear icon and tick the Attachments box.
Once done, you'll see a newly added column with a paper clip icon. The number on the said column represents the total number of attachments.
Select the transactions and you'll see all the attached receipts. You can click the hyperlink to see its preview.
I added these links for your reference regarding reconciliations.
I'll be here if you need more help. Stay safe!
Good day, GF2020.
Let me show you how to check if the expense transactions have attachments or not. Please follow these steps:
- Go to the Accounting tab and select Chart of Accounts.
- Locate the account and click View register.
- Click the small gear icon and tick the Attachments box.
Once done, you'll see a newly added column with a paper clip icon. The number on the said column represents the total number of attachments.
Select the transactions and you'll see all the attached receipts. You can click the hyperlink to see its preview.
I added these links for your reference regarding reconciliations.
I'll be here if you need more help. Stay safe!
Let me guide you on how you can attach a receipt to your transaction, user15770.
If you're trying to attach attachments to the forms, you can click the attachment button and select the file that you'd like to attach. I've added a screenshot for your visual guide:
Once done, the file will be attached to the transaction.
However, if you're referring to capturing receipt, you can install the QuickBooks Online mobile app for iOS and Android to capture and upload the receipt and bill images from your phone. Please read this article for more information: Capture and categorize expense receipts and bills in QuickBooks Online.
In addition, QuickBooks Online has different kinds of reports that will show the information you need. You can visit this article for more information: Run reports in QuickBooks Online.
Feel free to let us know if you need further assistance with attaching receipts. Remember, we're here to keep everything run smoothly.
Hi AlexMcG,
Yes, you can't find the Attachment column in expense accounts. It is only available to Balance Sheet accounts, and you can only add it when you view the account within the Chart of Accounts.
We'll consider this as an opportunity to be a feature in the future. For now, you’ll really have to check each expense to see which one has an attachment or has not.
If you have other questions in mind, feel free to go back to this thread.
