cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Community Contributor **

How do I view a list of transactions that are still missing attachments in Quickbooks DESKTOP

Hi,

 

I've seen this question asked for QBO and I know you can do this in QBO.  But I have the desktop version (Quickbooks Pro 2019) and I'm trying to figure out if there's an easy way to see which transactions are still missing attachments.  I can't seem to change the column settings when I do a "custom transaction detail report".

 

Thanks!

Solved
Best answer 03-27-2019

Accepted Solutions
QuickBooks Team

Re: How do I view a list of transactions that are still missing attachments in Quickbooks DESKTOP

Hi @nwang1997,

 

Currently, there isn't an option to pull up a report with transactions that have an attachment on it.

 

In the meantime, you'll have to review each transaction and go to Attach File. If this button has a number, then the transaction has an attachment on it.

 

In addition, here's a screenshot for your visual reference. Also, your attachments only affect the transactions when you send them.

 

 

Lastly, I've included an article you can read to learn more about attachments: QuickBooks Document Center - FAQs and Common Issues.

 

Feel free to leave a comment below if you have any other questions about your reports. It'll be always my pleasure to help out.

View solution in original post

4 Comments
QuickBooks Team

Re: How do I view a list of transactions that are still missing attachments in Quickbooks DESKTOP

Hi @nwang1997,

 

Currently, there isn't an option to pull up a report with transactions that have an attachment on it.

 

In the meantime, you'll have to review each transaction and go to Attach File. If this button has a number, then the transaction has an attachment on it.

 

In addition, here's a screenshot for your visual reference. Also, your attachments only affect the transactions when you send them.

 

 

Lastly, I've included an article you can read to learn more about attachments: QuickBooks Document Center - FAQs and Common Issues.

 

Feel free to leave a comment below if you have any other questions about your reports. It'll be always my pleasure to help out.

View solution in original post

Not applicable

Re: How do I view a list of transactions that are still missing attachments in Quickbooks DESKTOP

It would be great if QuickBooks would look into adding this report. This is an excellent way to complete an audit.

Not applicable

Re: How do I view a list of transactions that are still missing attachments in Quickbooks DESKTOP

I second the notion for adding this as a feature in Quickbooks Desktop.  I would like to be able to see in a custom report and/or even in the transaction listing if there is an attachment.  A simple icon or number would be sufficient for my needs.

QuickBooks Team

Re: How do I view a list of transactions that are still missing attachments in Quickbooks DESKTOP

Great day and thanks for joining the thread, @LauraV

 

I appreciate your suggestion about this concept of adding an attachment to a report. I can certainly see that this will be beneficial to you and your business. While we're hoping for this functionality to be added in the future, visit our QuickBooks blog to keep you posted with our latest news and development.

  

It's always been a pleasure to help you with all your QuickBooks concerns, @LauraV. Feel free to post again if you have any other questions. 

Need to get in touch?

Contact us