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After emailing receipts or bills to our custom qbdocs email address and creating a new bill based on that, the uploaded document is automatically attached to the bill. Unfortunately, it cannot be viewed using the Attachments link to the file, an error is returned (pasted below.) The correct file formats are being used (pdf, jpg, png, etc.) and the error text appears to be a credentials access error.
What needs to be changed in our process to allow uploaded and attached bills/receipts to be viewable?
Thanks.
Thank you for bringing this up in the community space, jamie312. And I appreciate you for providing a screenshot for a clearer view.
Your process is correct, but I want to confirm if you're using the QuickBooks Online desktop app or a browser. If you're using the desktop app, please ensure that you have the latest version, which is 1.24.2.
Alternatively, if you encounter the same error while using your web browser, consider clearing the browser's cache. The cache holds temporary internet files related to your browsing activities. Accumulating too many files in the cache can lead to performance issues with your account. To address this, you'll have to sign in to your QBO account using a private browser. This helps isolate the issue since it doesn’t store data in the cache. Below are the keyboard shortcuts you can use.
If it works, here's how to clear cache and cookies to fix issues when using QuickBooks Online. Restart your browser right after. You can also try to log in to your account using other supported browsers if the steps above don’t work.
Once your bills and receipts are in QuickBooks Online. I've added this article that'll help you review and categorize them into the correct accounts.
I'm always around to assist if you have follow-up questions about this or any other QuickBooks-related concerns. Have a good one!
Yes, I'm using the latest version of the QBO desktop app.
I did try the web browser interface and the attachment link does work there, so it's just the desktop app that's broken. It'd be nice to get that fixed.
Thanks!
Hello there, @jamie312.
I understand the importance of viewing using the attachments link to the file in QuickBooks Online (QBO).
I suggest making sure that your desktop application is updated to the latest version. In the meantime, I recommend that you contact our support team to open a ticket for further investigation. This will help identify the root cause of the issue and determine possible solutions.
Here's how:
You may also refer to this article for more detailed steps in QuickBooks Online Support.
For now, I recommend to use in the web browser interface for you to view the attachment link.
I'll also add this article for you to review downloaded bank and credit card transactions and categorize it: Categorize online bank transactions.
Return to this thread if you have further concerns about the attachment link or other QBDT-related concern. I'll be here to help you in any way I can.
Hello,
Thanks for the response but I am using QuickBooks Online, not QuickBooks Desktop, with the desktop web app specifically for QuickBooks Online. It's essentially a customized web browser, not a standalone desktop app.
Thank you for your response, @Jamie123. Let me connect you with the right support.
To help you get back on track using the QuickBooks Online desktop app. I encourage you to get in touch with our support team.
Here's how:
Additionally, I'm providing you with an article that'll guide you in adding transactions directly to an account register.
Keep me posted if you have any other concerns about managing your transactions. I've got you covered. Have a good one!
Since the February 2024 QB update, our XML files are no longer accepted by QB. Due to this issue, we can no longer create PO's.
Thanks for coming back and providing us with more information regarding your concern with the file in QuickBooks Online (QBO)
To further check on the parameters of the file that cause data change, I recommend reaching out to our Intuit developer team. Contacting our development team will give you further information on the purpose of the LEDConfigFile.xml that has caused this issue.
In reaching out Development team, I recommend following the steps below:
They'll come to your aid and provide you with all the details that will allow you to deal with this scenario.
If you have more questions about QBO-related features, don’t hesitate to leave a comment below. I’ll be here to assist you at any time.
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