Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
T
Traindepot1550
May 24, 2021
Question

Download attachments in bulk

  • May 24, 2021
  • 20 replies
  • 276 views

We use to be able to download attachments in bulk, why did this feature go away?   And is it on the horizon to come back?

I need to be able to back up our data as well and not completely rely on QB on again and off again features.

 

Thanks

 

    20 replies

    K
    Klent
    Level 8
    May 24, 2021

    Hi there, Traindepot1550.

     

    I'm here to share some information about how attachment works in QuickBooks.

     

    Please know that the option to download attachments in bulk is still available in the program. You can use the Batch actions feature to export all the documents and files at once. I'll show you how:

     

    1. Click the Gear icon in the upper-right corner.
    2. Choose Attachments.
    3. Mark the attachments you want to export.
    4. Click the Batch actions button, then select Export.
    5. Extract the downloaded zip file to your computer.

    If you're unable to see this option, you can try logging into your QBO account using a private or incognito window. Unusual behaviors and missing interfaces are usually caused by the accumulated cache in the browser. You may use these shortcut keys to launch the window:

     

    • Press Ctrl + Shift + N for Google Chrome
    • Hold Command + Shift + N for Safari
    • Press Ctrl + Shift + P for Firefox & Microsoft Edge

    Once you're in, try exporting your attachments again. If it's now working well, close the incognito window and then go back to your regular browser. Next, clear its cache to delete the junk files and enhance your browsing experience. Alternatively, you can switch to other supported browsers to further isolate the issue.

     

    In addition, here's an article that you can read to help download your other data to your local hard drive: Export reports, lists, and other data from QuickBooks Online

     

    I'm just a post away if you have any other concerns or follow-up questions. Have a great rest of the day.

    C
    CodeLancers
    February 18, 2022

    I have a follow up question to your suggestion. I am being able to correctly download the attachments. Is there a possibility to add a filter to select the attachemnts? Currently, I have to manually select the attachements. I would like to filter for instance by date, amount. Thanks!

    R
    RCVQuickBooks Team
    QuickBooks Team
    February 18, 2022

    Providing the best experience with the product is what we aim for, CodeLancers.

     

    I know how beneficial it is to your business to add a filter to select the attachment by date or amount. However, this option is unavailable in QuickBooks Online (QBO). I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how: 

    1. Go to the Gear icon at the top.
    2. Select Feedback.
    3. Enter your comments or product suggestions. 
    4. Then select Next to submit feedback.

     

    Feel free to visit these articles for more insights about managing the attachments in QuickBooks Online:

     

    I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement