cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How can I see which transactions are documented properly with an attachment and which transactions are still in need of an attachment? Is there a report I can pull?

Want to be sure that all transactions are properly documented (with an attachment that represents the supporting source document).  Was hoping I can pull a transaction detail report (for any date range) and add a column that shows an attachment was tagged to a particular transactions.  

Solved
Best answer 10-19-2018

Accepted Solutions
Highlighted
QuickBooks Team

Hello codyhbarnes! Excellent question! Aside from the Att...

Hello codyhbarnes!

Excellent question!

Aside from the Attachments area where you can view all the attachments, we also have the option to view which transactions have attachments and which ones don’t.

Here’s how:

  1. On the left Navigation pane, click the Transactions tab.
  2. Select the Sales or the Expenses tab.
  3. Click the table Gear icon and click on Show More dropdown arrow.
  4. Check the box for Attachments to display the attachment column. The column will indicate how many attachments you have for a certain transaction.

I’ve attached a photo for your reference. If you need more help, please let me know.

Stay safe!

View solution in original post

12 Comments
Highlighted
QuickBooks Team

Hello codyhbarnes! Excellent question! Aside from the Att...

Hello codyhbarnes!

Excellent question!

Aside from the Attachments area where you can view all the attachments, we also have the option to view which transactions have attachments and which ones don’t.

Here’s how:

  1. On the left Navigation pane, click the Transactions tab.
  2. Select the Sales or the Expenses tab.
  3. Click the table Gear icon and click on Show More dropdown arrow.
  4. Check the box for Attachments to display the attachment column. The column will indicate how many attachments you have for a certain transaction.

I’ve attached a photo for your reference. If you need more help, please let me know.

Stay safe!

View solution in original post

Level 2

Can you do this for QB 2018 Premier Desktop?

Can you do this for QB 2018 Premier Desktop?
Level 15

No the directions were for QBO

No the directions were for QBO
Level 1

Is there a way to do this in Desktop? Report?

Is there a way to do this in Desktop? Report?
Level 1

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

I do not have a transactions tab????

QuickBooks Team

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

Thanks for joining this thread, @dlash.

 

Due to recent QuickBooks Online updates, we no longer have the Transactions tab. If you wish to confirm the transactions have attachments, here are the updated steps.

 

For the customer transactions:

  1. Click the Sales menu.
  2. Under the Sales tab, click the Settings icon.
  3. Put a check mark on the Attachments box.
  4. You can modify the reports date range by clicking the Filter tab.
  5. Click Apply.
  6. Click the Print list icon if you'd like to print it.

2.PNG

 

For the vendor transactions:

  1. Click the Expenses menu.
  2. Under the Expenses tab, click the Settings icon.
  3. Put a check mark on the Attachments box.
  4. You can modify the reports date range by clicking the Filter tab.
  5. Click Apply.
  6. Click the Print list icon if you'd like to print it.

3.PNG

4.PNG

That should keep you going today, @dlash.

 

Please remember I'm here anytime you have additional questions or concerns with QuickBooks Online. You can reach out by posting a response below. Wishing you all the best!

Level 1

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

Is there a way to do this in Quickbooks Pro (desktop version)?

 

Thanks!

Moderator

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

Greetings, @nwang1997!

 

I've already answered the same question you've posted.

 

If you haven't checked it yet, here's the link of your post and my answer as well: https://quickbooks.intuit.com/community/Reports-and-accounting/How-do-I-view-a-list-of-transactions-...

 

Let me know if you have any other questions about reports in QuickBooks Desktop. Just leave it in the comment section below. I'll be always around to lend you a helping hand.

Anonymous
Not applicable

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

What about the reverse: I would like to view only attachments that were downloaded but not yet attached to a transaction.

Moderator

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

I want to officially welcome you to QuickBooks Community, ycsMN.

 

Allow me to join this conversation to help you view the downloaded attachments.

 

The Attachments list screen shows all the documents you've uploaded to QuickBooks Online. You'll know that the attachment hasn't been linked to a transaction yet if it has no number under the LINKS column. Let me show you how:

  1. Select the Gear icon at the top.
  2. Under Lists, choose Attachments.

Check out the screenshot below for your visual point of reference.

 

image.png

 

Please take a look at this article for more insights: Attachments in QuickBooks Online.

 

That should help you view the attachments that were not linked yet to a transaction. Let me know how that works for you. I'm to here provide you additional assistance if you need anything else. Have a good one.

Level 1

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

IS it possible to arrange these into any order so all the unlinked attachments are together?

QuickBooks Team

Re: Hello codyhbarnes! Excellent question! Aside from the Att...

Hello, @TamaraJ.

 

Thanks for joining this thread. Allow me to steps in and provide some information about the attachment list in QuickBooks Online (QBO).

 

Adding an attachment to customer or vendor profiles and their transactions helps organized the records. Currently, there isn't an option to sort or arrange the transaction list in QBO. 

 

For additional reference, you can check this article to learn more about the attachments in QuickBooks Online

 

Don't hesitate to leave a comment below if you have other questions about the list attachment. I'll be around to help. 

Need to get in touch?

Contact us