Level 7

Question

How do you delete attachments to an invoice?

Forum|Forum|7 years ago
November 19, 2018
2 replies
31 views

No text available

QuickBooks Online

J

JamesDuanT

QuickBooks Team

Hello jwinthrop,

There are two way to delete attachments from an invoice. You can do it through the Invoice window or through the Attachments page.

Here's how to delete attachments through the Invoice window:

1. Open the invoice.

2. In the Invoice window, go to the Attachments section.

3. Click the remove option (X) on the attachment.

4. Click Save or Save and close.

Here's how to delete attachments through the Attachments page:

1. Click the Gear icon in the upper-right corner and select Attachments.

2. Look for the attachment you want to delete.

3. Click the drop-down menu next to Download and select Delete.

4. Choose Yes to confirm the action.

Fill me in if you need anything else.

D

DanielRMoody

How about when the attachment name is too long and it extends beyond the dotted line box that QBO has? Then the "X" button to remove attachments doesn't exist.

D

DebSheenD

Level 5

Hello, DanielRMoody.

There is an option that we can delete the attachments that have a long name.

You can follow these steps:

Open the or invoice.
Scroll down and look for the attachment.
There is a bar roller that will show, drag it to the right, and the 'x" will show.
Click the x button beside it.
Select Save and close.

You can check this article for additional information: Attachments in QuickBooks Online

I've also added this article that will help you in managing invoices.

Let me know if you have additional concerns in managing invoices. I'm always here to help.

G

giesfeldtj

I am having the same issue! The x has disappear by all the invoice attachments. Was fine yesterday!

R

Rasa-LilaM

QuickBooks Team

Hello there, @KelleyMartin, @clconley27, @akiker, @ Britski, and @giesfeldtj.

I appreciate for performing the initial troubleshooting steps to fix the issue. Let me help provide some information on why you’re unable to delete the appended documents in the Attachments section.

We’ve received reports that the X menu is no longer available in the Attachments field. This unexpected behavior is already reported to our product engineers.

Rest assured, they’re getting this feature working back to normal. This way, customers can manage their attachments smoothly.

We recommend all affected users signing up for the notification list. This way, you’ll receive email updates once more information is available about the investigation.

Here’s how:

Tap the Help icon at the top to open the QB Assistant window.
In the Assistant tab, scroll down to the Type something field to enter the issue. For example, unable to delete an attachment to a transaction.
Click the Get help from a human link and follow the on-screen steps to complete the process.
In How would you like to connect with us? section, choose Chat for real-time assistance or Callback to speak with an agent.
Provide this number to our specialists to speed up the process: INV-63110.

Here’s an article that you can read to learn more about: Attachments in QuickBooks Online. It provides detailed information on the supported file format and steps on how to attach a document.

Also, attachments can’t contain special characters in the file name. This is to prevent from encountering any errors. You can browse this guide for more details: Acceptable characters in QuickBooks Online.

I appreciate your patience while we’re working on this. Tap the comment box below if you still need assistance managing your attached documents. I’m always ready to lend a helping hand.

J

jb010

I found this thread and I am having this issue now where the X to remove an attachment and drag and drop feature is no longer available in the attachment window

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