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dconnerty
Level 2

List of expenses without an attachment (receipt)

There is a list for expenses that have attachments (pdf files, etc) is there a list or report that will show the expenses MISSING an attachment.
1 Comment 1
ReyJohn_D
Moderator

List of expenses without an attachment (receipt)

I've got your back, @dconnerty.

 

Currently, we can only show a list of expenses with and without receipt attachments. You'll have to check each transaction manually to see those with missing ones. 

 

I know two ways to achieve this. First, you can navigate through the Expenses page. Let me show you how:

 

  1. Go to the Expenses menu, and then choose the Filter drop-down.
  2. Select Expense under the Type drop-down list.
  3. Choose other filters as needed, and then click Apply.
  4. Click the small gear icon located at the top right.
  5. Select the Attachments checkbox.
  6. You'll see Attach a file to those expenses which don't have receipt attachments on the Action column.
    d919.PNG

Another option is to go to the Attachments page. Here's how to do it:

 

  1. Click the Gear icon at the top.
  2.  Select Attachments under Lists.
  3. Review which expenses don't have receipt attachments.
    d920.PNG

For more information, please refer to this article: Attachments in QuickBooks Online.

 

You'll want to pull up some vendor reports to know your expenses. You can also customize them to get the specific details you want. To do that, go to the Reports menu, and then select one from the Who owes you section.

 

I'm always around to back you up if you have more expense-related concerns. I'll take care of them for you.

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