Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Is there a way to pull deposits with no attachments?
I know I can do this for expenditures by going to EXPENDITURES > EXPENDITURES > GEAR ICON > ADD ATTACHMENT COLUMN > FILTER BY ATTACHMENT SO THAT NO ATTACHMENTS ARE FIRST.
I am required to include a receipt for all expenses and support for all deposits. I can easily do a month end review for missing receipts on expenses, but would love to be able to do the same for deposits. Does anyone have any tips on how to accomplish this?
We are a non-profit so some of our wording might be different.
Hello, @Emely12703.
Yes, I can definitely assist you in pulling out deposits with no attachments in QuickBooks Online (QBO).
To do this, please follow the steps below:
However, pulling out deposits without attachments in one view isn't applicable. You'll have to manually click on the transaction and see if there is an attachment linked to the deposit.
Additionally, I've also included an article that'll help you review downloaded bank and credit card transactions and put them in the correct accounts: Categorize and match online bank transactions in QuickBooksOnline.
Drop a reply anytime if you still have questions or concerns with regard to accessing data in QBO. I'll be here to assist you further. Take care and have a nice day ahead.
Is this possible yet for Enterprise Desktop...It would be very helpful to run a report that would tell me what transactions have no attachments.
Thanks for getting involved with this thread, b_mclean.
I can certainly understand how an ability to pull deposits without attachments and run a report showing which transactions don't have attachments could be useful and have submitted a suggestion about it as of today.
You can submit your own feature requests while using QuickBooks.
Here's how:
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.
You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to do.
If there's any additional questions, I'm just a post away. Have a great Wednesday!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here