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jrohrigsoma
Level 1

Custom Report - Transactions with attachments

When creating a custom report and viewing transactions (type = deposit) is there a way to add a column for the attachments that might be on that individual deposit? I'm not seeing it in the list of fields but I'm not sure if I'm looking in the right place. Thank you.

3 Comments 3
Nicole_N
QuickBooks Team

Custom Report - Transactions with attachments

You're looking in the right place, @jrohrigsoma.

 

I understand how convenient it is for you to add a column for the attachments. While this option isn't available in the list, I suggest sending feedback  to our Product Development team to improve your QuickBooks Online (QBO) experience. This way, they can review which parts of the program need enhancements and consider adding them to future updates. Here's how:

  1. Open your QuickBooks Online account.
  2. Go to the Gear icon and click Feedback.
  3. Provide your feedback or product suggestions.
  4. Click Next to submit.

You may visit the Customer Feedback page to get updates about the status of your feedback.

 

For future reference, I've added this helpful article to learn how to get the most out of your report and focus on the details that matter the most to you: Customize reports in QuickBooks Online.

 

If you have any more concerns about using the product, please feel free to leave a reply below. We'd be glad to assist you. Have a nice day.

jrohrigsoma
Level 1

Custom Report - Transactions with attachments

Thank you.

ZackE
Moderator

Custom Report - Transactions with attachments

Thanks for following up wit hthe Community, jrohrigsoma.

 

I'm happy to hear Nicole_N was able to help with submitting your feature request.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a lovely day!

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