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Traindepot1550
May 24, 2021
Question

Download attachments in bulk

  • May 24, 2021
  • 20 replies
  • 232 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!

    JasroV
    JasroV
    Level 8
    March 28, 2022

    Any follow up to be able to download attachments using a custom time period? This feature is quite important to me and I would consider this to be a deal-breaker. I really hope this is implemented quickly before I am forced to migrate to another service.


    I hear you, @CodeLancers.

     

    I understand having the option to download your attachment using a custom period is beneficial to your business.

     

    As of now, we don't have a specific time frame as to when the feature will roll out. Rest assured our development is working diligently in implementing it in the future.

     

    In the meantime, you'll want to look for a third-party app that has the feature you need. Simply hover to the Apps menu in your QuickBooks Online (QBO) account and look for an from there.

     

    Furthermore, you'll want to visit our Customer Feedback page to stay updated on the latest news about QBO.

     

    Once everything is all set, you might want to check out this article for reference in case you want to learn how to import data in QBO: Common questions about importing data to QuickBooks Online.

     

    You have my attention whenever you have other queries attachments or with your QBO. I'm always here ready to back you up anytime!

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