Add a column to indicate if there is an attachment

Welcome to Community, @Francisco.

I have some information about adding the attachment column to your report. Since we're unable to view the attachment column on your transaction reports, you'll want to add it from the Chart of Accounts. Let me guide you how.

1. On your keyboard, press CTRL+A to open the Chart of Accounts.
2. Search for the expense account you want to add the attachment to.
3. Scroll down and tick the Attach button. Then, locate your attachment.
4. Hit Done.

After adding the attachment, you can pull up the account listing report to view the accounts that have attachments.

Here's how:

1. Go to Reports at the top.
2. Select List from the drop-down.
3. Choose Account Listing.
4. Tap the Customize Report button at the top.
5. Under Columns, put a check mark next to Attach.
6. Click OK.

Otherwise, go to the Doc Center to see the transactions and accounts to where documents are attached to. Just go to Company, Documents, and then Doc Center. See the image below.

If you need help with other report tasks in QBDT, feel free to browse this link here to go to our general topics with articles.

Let me know if you still have questions or concerns with reports or attachments. I'm more than happy to assist you further. Take care and have a marvelous day ahead.

Hi Shiella

Thank you for your response.

The procedure mentioned works for attaching and viewing documents associated with an account

What I need is the same but at transaction level

This is, I need something similar to see which accounts have attachments as described by your answer, but I need to know which transactions (expenses, cheques, credit card charges) have attachments and which not.

Unfortunately, I can't find the "attach" field when customizing a report for a given account (Like Office Expenses) the same way it shows when customizing the report for the List of accounts.

I can open the Doc repository, and that will tell me which transactions have attachments, but will not tell me which ones don't, which is what I want.

Hope you can help

Thanks for coming back to us, Francisco. At the moment, you can only click to open each transaction to see which has attachments.

I understand how useful this feature to your business. I'm taking notes of your concern and share it with our engineers. Please note that all our suggested plans are subject for further study.  

In the meantime, you can visit our QuickBooks Firm of the Future to get updated about what's new in our products and services. 

You can also search for some relevant topics that might help you in your future tasks. Visit our QuickBooks Articles hub and feel free to browse with our available resources.

Drop by again if you have additional concerns. We're always here at your service. 

Thank you Katherine

Just as a side note, this functionality already exists on QBO (which I used before). i.e.: You can add the "Has attachment" column to a report.

Hopefully it gets added to QBDesktop soon.

Best regards

Francisco

Quickbooks online sucks though!

Desktop is way better from this accountants standpoint.  

QB would need vast improvements for me to ever us the online version

I don't see this column setting in either QBO Essentials or Plus. Do you need a higher level to have this?

Hello there, @libbyhanna.

I'm here to provide some insights about the column setting for attachments in QuickBooks Online.

I recognize the importance of being able to add a column as an indication for attachments. As of now, this option is unavailable in QuickBooks. Thus, I recommend sending us your feedback to let our product engineers know about it. This way, they can consider it in the next feature release to improve your QBO experience.

Here's how to submit feedback:

1. Click on the Gear/Settings icon.
2. Hit Feedback.
3. Type in your suggestion about being able to add a column as an indication for attachments.
4. Once done, click on Next to submit feedback.

If you want to manage reports in QBO, you can check out this guide: Customize reports in QuickBooks Online.

We're always happy to help you any time. Message us back if you have other concerns about reports and QuickBooks.

Where is the gear/settings icon? I have needed this for a very long time and instead have to manually check off all check stubs after confirming they have an attachment and have no effective way to confirm for items that aren't checks at this time. I am trying to submit the feedback as suggested but can't find that icon you referenced!

Thanks for reaching out to the Community, LexieR.

Your Gear (⚙️) icon can be found in the top-right corner of QuickBooks.

I've included an image showing where you can find it:

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful day!

This would be a HUGE asset.  When I'm auditing my backup documentation per transaction a couple times per year, it would be helpful to be able to run a report for transactions by Vendor and have an 'attachment' column indicating either 'yes' or 'no' or a checkmark if there is an attached receipt or bill.

Thanks for bringing this up in the QuickBooks Community page, @mjohnsonmdr.

Our QuickBooks team strives to provide excellent customer service and deliver customer satisfaction at all times. I want you to know that we value your feedback, and it would be a big help to improve the service and your QuickBooks experience.

Please know that added features in the program are based on the number of requests sent to our developers. If you haven't sent anything yet, I'd recommend doing so. This way, they can review your request and most likely include it in our future updates. Here's how:

For QuickBooks Desktop

1. Click the Help menu and select Send Feedback Online.
2. Choose Product Suggestion, then enter the details of your concern.
3. Select Send Feedback and click Close Window.

For QuickBooks Online 

1. Select the Gear icon at the top, then click Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit feedback.

We appreciate your feedback on this one. As we assess this, I'd like to route you to our Firm of the future page. This way, you can keep up with the latest news and product updates.

In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our help articles.

Please let me know how else I can help you with QuickBooks. I've got your back and am always happy to help. Keep safe!