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Traindepot1550
May 24, 2021
Question

Download attachments in bulk

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

    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.

    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?

    Nicole_N
    Nicole_NQuickBooks Team
    QuickBooks Team
    November 22, 2023

    I have a follow up question for you on this thread.  Once I follow the steps above to download all attachments from my quickbooks company, how do I know if it downloaded everything?  i have roughly 1200 attachments going back multiple years.  When I check the top box to select all attachments it shows that it selected everything, yet when I go to find an invoice in the download, I can't find some things.  Because the check boxes are selected for everything, I don't know where it stopped in the sequence so I can do it again.  any suggestions on how to go forward?

     


    I appreciate your follow-up on this, @talex1. Allow me to elaborate and clarify things when exporting attachments using the Batch actions feature.

     

    When you click on batch actions when exporting attachments from QuickBooks Online (QBO), it should select all the files displayed on the screen. The maximum number of files displayed is 300. You can change this from the Gear icon as seen in the image below. 

     

     

    Since you have 1200 files, you need to navigate through multiple pages and perform the batch action to ensure that all attachments are selected to download. To proceed to the second page, click the Next button at the lower part. See the screenshot below for visual reference.

     

     

    After exporting all attachments from each page, extract the downloaded zip file to your computer. Then, look for the attachments link to your invoices. You should now be able to see the downloaded files.

     

    Furthermore, here's a guide in case you want to export reports and other data from your QuickBooks account: Export reports, lists, and other data from QuickBooks Online.


    Let me know in the comments below if we achieve our goal today or have any additional questions about downloading files in QBO. I'll be willing to answer them for you.

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