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I have QB desktop 2020 for Mac. I have always been able to send sales receipts via email as an attached PDF, but since a recent update the sales receipt do not attach to the email. Everything I've read in the community so far has to do with QB online. I nee.d help with desktop please.
It's nice to have you hereb, Irene Lewis,
I'll make sure you're able to send sales receipt attachment using QuickBooks Desktop for Mac 2020.
As an initial step, let's check the file for any damage that happened during the upgrade by running the Verify and Rebuild Utility tool. The Verify Data can initially identify any data issues within your company file. Then, the Rebuild tool will self-resolve it. Below are the steps on how to do it:
Verify data:
If it will detect an error, proceed and Rebuild your data:
Additionally, we changed the format of the attachments directory from a folder with individual files into it into a Disk Image file with a .qbattach extension. You can probably duplicate it, change the extension on the duplicate to .dmg, and then open it.
You might be interested in learning about attachment searches in QuickBooks Desktop for Mac 2020: Improved Attachment Searches in QuickBooks Desktop Mac 2020
To become more familiar with the available features of QuickBooks Desktop for Mac 2020, check out the following articles:
Count me in if you have more questions about attaching PDF's in QuickBooks. I'll be around to answer them for you.
Thank you, Charies_M.
I have verified and rebuilt data (it did find some issues.)
I found the attachment library. When I try to open it, I get this error:
There is no application set to open the document “Attachments Library.qbattach”.
I am unable to duplicate the file (duplicate is grayed out.)
Any thoughts?
Irene
Thank you, Charies_M.
I was able to verify and rebuild the date (there were some issues).
I am unable to open the attachments library. I get this error message:
There is no application set to open the document “Attachments Library.qbattach”.
When I try to open an application it goes to QB but nothing happens.
When I try to duplicate the file, duplicate is grayed out.
Any thoughts?
Irene
Thanks for coming back, Irene Lewis.
I appreciate you for performing the steps provided by my colleague. To open the attachments library, hold down the control key and select a file of the given type in the Finder. Then, a contextual menu appears. Once done, release the control key and hold down the option key. From the contextual menu, select the submenu Always Open With and then the application you want to open all files of that type.
We can also save first the sales receipts as PDF files to keep the record before sending them using email. To share, view, or print PDF files, use Adobe's Acrobat Reader. Here's how:
Here's an article you can refer to for more details about email sales forms, invoices, and statements in QuickBooks. If the same thing happens, I'd recommend consulting our QuickBooks Mac Care Team. There they can check your account and can help you verify what's causing this odd behavior. Here's how:
To learn more on how to attach files to specific transactions in QuickBooks Desktop for Mac, check out these articles:
Do you need more help completing other tasks in QuickBooks? Please let me know and I'll assist you with some guides and other pointers. Have a great day ahead.
This doesn't work:
"To open the attachments library, hold down the control key and select a file of the given type in the Finder. Then, a contextual menu appears. Once done, release the control key and hold down the option key. From the contextual menu, select the submenu Always Open With and then the application you want to open all files of that type."
In Finder, when I search for and find the QB attachments library, I cannot open it. When I hold the control key down, nothing happens, there is no file to select.
I know how to save receipts as PDFs and send that way BUT that adds way too much time to the process.
Hi there, Irene Lewis.
I appreciate your efforts in performing the troubleshooting steps provided by my colleagues.
Since you're the attached receipts are still not being sent after verifying and rebuilding your data, I'd recommend contacting our technical supports. This way, we'll be able to look into your account setup and investigate the issue. You can connect with us through this link: Contact QuickBooks Desktop support.
Stay in touch with me if you need more help in sending your sales forms. I'm always here to assist.
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