Attachments

Hi vtkelley, 

The option to run a report with an attachment icon is currently not available in QuickBooks. I recommend submitting this as feedback to our engineers. I'll personally send this suggestion to them as well. 

Here's how to send one: 

1. Go to the Help menu.
2. Choose Send Feedback Online and then select Product Suggestion. 
3. Enter a brief description of your suggestion. 
4. Then, click Send Feedback. 

I'll be around to help you if you have additional questions. 

Has there been any update to this discussion? I have to go back and attach invoices to all of the bills that don't have them and other than going through each vendor screen to see which bills have attachments I can't find a report that gives the attachment column as an option.

Thanks,

Angela

Thanks for posting to the Community, @alange.
 

Currently, this feature isn't available yet in QuickBooks Desktop. I'll take this as feedback and submit it to our product engineers. Please be informed that the feature implementation will base on the number of customers requesting it.
 

You can refer to this article on how to create specific custom reports, and daily sales reports totaled by payment method: Customize customer, job, and sales reports in QuickBooks Desktop.

Or visit QuickBooks Resource Center to help start, grow, and how to optimize your order cash process to avoid cash problems.

Please feel free to leave a post if you need further assistance. I'll be happy to help. Have a good one!

IIn regards to QBooks online, how can I see quickly on the register which transactions have attachments?

Hello BobbiB1,

We can add customize the columns in your register to see the transactions with attachments. Here's how to do it:

1. Click Accounting on the left menu and go to the Chart of Accounts tab.
2. Look for the account and click View register.
3. Click the Settings option (small gear icon) above the BALANCE column.
4. Mark the Attachments box and click anywhere within the page.

That should refresh your register to display the Attachments. 

Keep us posted if you need anything else. Have a great day!

Is there any update to this for QB Desktop?

Hello there, @Dswain1.

Currently, the ability to run reports with attachments in QuickBooks Desktop (QBDT) isn't available. I know you've been waiting for the availability of this feature, and like you, I'm also anticipating this option as viewing reports with attachments without going to each transaction is a great convenience for businesses like yours.

Also, please note that future feature releases will have to undergo extensive measures and trials to validate their usage and effectiveness before being implemented. 

With this, I'd recommend sending your feedback to our Product Developers if you haven't so you'll be added to the list of users who want this feature to be available. Also, once an update regarding this will be released, you will be one of the first ones to know since you'll be notified through email.

Here's how:

1. Go to the Help menu and select Send Feedback Online.
2. Click Product Suggestion.
3. Choose a feedback type and product area on the QuickBooks Feedback window.
4. Enter your suggestion or feedback, name, and email address (optional).
5. Select the Send Feedback Online.

Moreover, feel free to browse through this article that I got for you to guide you in customizing your reports and focus on the data that matters the most to you: Customize reports in QuickBooks Desktop.

Should you have additional questions about managing your reports in QBDT, please don't hesitate to reply to this post. I'll be willing to lend a hand. Have a good one.