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vtkelley
Level 1

Attachments

Hi - Knowing which transactions have the supporting documentation is a basic yet very important feature.  In actual accounting everything boils down to the source documents.  If you don't have supporting documentation then you can't prove the validity of a transaction.  So being able to run a report or even seeing in the register which transactions have an attachment is critical.  Even Quicken can do this!  I have seen this question been asked numerous times.  The document center is not enough, we need to be able to QUICKLY see which transactions are missing supporting documentation without having to open individual transactions to see if the icon at the top shows an attachment or not.  The system already knows which transactions have an attachment so why can't we just run a report that indicates an attachment exist or doesn't exist for each transaction.  Quicken uses a simple icon beside each transaction to indicate this.  A program like Quicken has this feature and corporate systems like SAP and Oracle have this ability so Quickbooks should too.  Apparently QB Online has this ability so Intuit already knows the importance of this feature, why is it not in the Quickbooks Desktop Premier 2019 version?

Thanks.

5 Comments
Catherine_B
QuickBooks Team

Attachments

Hi vtkelley, 

 

The option to run a report with an attachment icon is currently not available in QuickBooks. I recommend submitting this as feedback to our engineers. I'll personally send this suggestion to them as well. 

 

Here's how to send one: 

  1. Go to the Help menu.
  2. Choose Send Feedback Online and then select Product Suggestion
  3. Enter a brief description of your suggestion. 
  4. Then, click Send Feedback

 

I'll be around to help you if you have additional questions. 

 

alange
Level 1

Attachments

Has there been any update to this discussion? I have to go back and attach invoices to all of the bills that don't have them and other than going through each vendor screen to see which bills have attachments I can't find a report that gives the attachment column as an option.

 

Thanks,

Angela

Jovychris_A
QuickBooks Team

Attachments

Thanks for posting to the Community, @alange.
 

Currently, this feature isn't available yet in QuickBooks Desktop. I'll take this as feedback and submit it to our product engineers. Please be informed that the feature implementation will base on the number of customers requesting it.
 

You can refer to this article on how to create specific custom reports, and daily sales reports totaled by payment method: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Or visit QuickBooks Resource Center to help start, grow, and how to optimize your order cash process to avoid cash problems.

 

Please feel free to leave a post if you need further assistance. I'll be happy to help. Have a good one!

BobbiB1
Level 1

Attachments

IIn regards to QBooks online, how can I see quickly on the register which transactions have attachments?

JamesDuanT
Moderator

Attachments

Hello BobbiB1,

 

We can add customize the columns in your register to see the transactions with attachments. Here's how to do it:

  1. Click Accounting on the left menu and go to the Chart of Accounts tab.
  2. Look for the account and click View register.
  3. Click the Settings option (small gear icon) above the BALANCE column.
  4. Mark the Attachments box and click anywhere within the page.

That should refresh your register to display the Attachments. 

 

Keep us posted if you need anything else. Have a great day!

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