Can I create a report showing all transactions with no attachments from a specific set of categories?

Hi there, hugepickle.

Can you tell me the attachment you're referring to? Is this the attachment you provide when creating a transaction or the transaction itself?

To run a report showing all transactions from all of your accounts, I suggest pulling up the Transaction Detail by Account. This way, you can customize this to see some information and view the specific data you want. Please know that when viewing the report, you can see the transaction type and the specific category as well as what category it is associated with the transaction.

Here's how to run the report:

1. Click Reports at the left panel.
2. Select Transaction Detail by Account in the search icon. Use the basic filters at the top of the report to adjust things like the report dates.
3. Click the Customize button.
4. In the Rows/Columns section, select which rows and columns appear on the report. Make sure to checkmark the Split box.
5. From Filter drop-down arrow, choose which accounts appear on your report. All of your accounts are shown by default.
6. You can decide what appears in the header and footer.
7. Hit the Run Report button.

This is what the report looks like.

Once done, please note the specific category is located in the Split column. From there, you can click it to see what category is associated with the transaction. 

You can also memorize your report to save the customization.

Stay in touch if you have additional questions about running reports in QBO. Keep safe.

I mean attachments as described in the "for transactions" section here: Add or delete attachments in QuickBooks Online (intuit.com). Is it possible to do what I described with those types of attachments? 

I'm referring to the "for transactions" section on this site: https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/attachments-quickbooks-onli.... Is it possible to do what I described with those types of attachments? 

Thanks for clarifying the information, hugepickle.

The report your looking for isn't possible. However, you can add the attachments column to view sales or expenses transactions with or without attachment. I'll show you how.

1. Go to the Sales or Expenses menu.
2. Select All Sales or Expenses tab.
3. Filter it to the specific date.
4. Click the Gear icon, then tick the Attachments box.
5. It will indicate 0 or blank if there's no attachment on that specific transaction.

Additionally, use this link to access the page if you need assistance matching or adding transactions. It includes detailed instructions to help you along the way: Categorize and match online bank transactions in QuickBooks Online.

I'll be around to help you if you need further assistance with reports or managing transactions in QuickBooks. Have a great day.

I am also looking for this report 

Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, Const.

While modifying the report to show all entries without attachments included in it is unavailable, you can add an Attachment column to your All Sales transaction page to identify which entry has no specific file attached.

You can refer to these steps:

1. In your QuickBooks Online account, go to the Sales or Expenses menu.
2. Filter it to a specific date.
3. Click on the Gear icon and select the Attachment checkbox.
4. Once done, this will indicate a 0 or blank there's no specific attachment.

For now, you can submit this valuable feedback to our team developers to help us improve your overall QuickBooks experience. To do that:

1. In your QBO account, go to Settings and select Feedback.
2. Enter your suggestions and click Next to submit them.

Once everything comes in handy, it’s best to regularly review and reconcile your accounts to ensure they always match your financial statements.

I'm eager to see how running reports will enhance your business workflow. With the workaround above, you can achieve your goal. Stay safe.