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Traindepot1550
May 24, 2021
Question

Download attachments in bulk

  • May 24, 2021
  • 20 replies
  • 277 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.

    K
    kaviro
    May 9, 2023

    Using the steps given, I am able to download one page of attachments at a time: 150 files. However, these seem all to be files uploaded to some sort of transaction. I need to get my customer-specific files -- service agreements & tax-exempt certificates -- that are linked to the customer rather than to the transaction. Can I get a bulk download of them?

    JaeAnnC
    JaeAnnC
    Level 6
    May 9, 2023

    Yes, @kaviro. You can download only customer-specific attachments in QuickBooks Online (QBO), and I'm here to share a thorough step-by-step guide.

     

    Once you've already attached a document to a customer profile, you can download them in bulk on the Attachments page. Here's how:

     

    1. Go to the Gear icon and select Attachments.
    2. Check the boxes for the attachments with Customer:*Customer's name* under the Links column. 
    3. Click the Batch action dropdown and select Export.

     

    After then, a zip file containing all of your attachments will be downloaded.

     

    Furthermore, here's an article if you'll be interested in importing your data from Excel to QBO: Common questions about importing data to QuickBooks Online.

     

    Keep me posted for any additional questions you have about downloading attachments. The Community is here to help 24/7. Have a pleasant day ahead, Kaviro!

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