Has the view attachment option been deleted? I can not view an attachment after I put it into an estimate.

Thanks for joining the Community, @userlee1!

The option to view attachments without automatically downloading them is still available in QuickBooks Online (QBO). Also, please note it's dependent on the supported file type of your attachment.

You can view them in the customer's transactions under the Sales menu. Here's how:

1. Go to the Sales tab and select Customers.
2. Search and select the specific customer.
3. Click the Gear icon above the table and select Show more.
4. Check the box for Attachments.
5. Under the Paper clip icon, click the number and tap on the attachment to view it.

Aside from attaching files to your estimates, you can also personalize the appearance of your sales forms. 

Should you have additional questions with estimates, you can always reach out back to us anytime. We'll be glad to help. Take care!

This worked ok until it didn't.   It looks like capability to view PDF file attachments in this way was canceled around November 14th.  We can still view the attachments in entries done before November 11th.    We would like this function returned so we can view and check attachments during and after they are created.

Thanks for getting back to us, @userlee1.

I appreciate your efforts in performing the workaround provided by my colleague above. I also certainly understand the convenience of viewing an attachment from the entries easily. 

Since you’re still experiencing attachment issues, I’ll help in pointing you to the right support so we can get this fix. It’d be best if you reach out to them so they can further check for any ongoing or known issues.

Here’s how:

1. Go to the Help icon.
2. Select the Search tab and click Contact Us.
3. Enter a brief description of your concern.
4. Hit Continue.

Here’s an article you can read adding attachments to customer and vendor profiles, as well as their transactions: Add or delete attachments in QuickBooks Online.

If you need help with navigating the program, refer to this website for tips and other resources for reference: QuickBooks Help articles. This will help you manage your income, expenses, banking, inventory, and reports.

This thread is still open if you have further concerns with attachments or any other questions about your QuickBooks Online account. Rest assured that I'm all ears and ready to help you out.

I am also experiencing the unable to view an attachment issue. I now have to download the attachment to view it. This is a serious inconvenience. Please advise if this issue will be resolved. Thanks!

Thank you for joining the conversation, CSACM treasurer.

I understand the inconvenience of not being able to preview attachments when you click on them. Like what JamaicaA said above, I suggest contacting our QBO Support to check your company file using more tools.

JamaicaA hyperlinked some helpful articles if you need some references in the future.

Feel free to reach back out if you have any other concerns. Take care and have a good one!

It is January 8, 2023 and apparently this issue has not been fixed. We are quickly approaching tax season and obviously we need to view the source documents without downloading them into our computers and then opening them in browser or desktop from that download. Why has this changed? It has been standard to view the documents directly either from the transaction page or from the attachment list for years!

Please elevate this needed correction of something that worked perfectly until this last November.

Thanks

That sounds tough, ecocpa.

I can't imagine how you feel as tax season approaches. I'll provide you with some updates about viewing attachments without downloading them.

We receive reports between mid-October and November that some customers require the attachment to be downloaded to view it. This issue has been fixed and is no longer occurring with the newly uploaded attachments. You can now view the file without having to download them.

For affected transactions, you can remove and re-attach the file to fix it. Please follow the instructions in this resource for your reference: Add or delete attachments in QuickBooks Online.

If you need assistance navigating your QBO company, visit our website for guidance and other resources: QuickBooks Help articles.

You're welcome to reply to this post if you need further assistance in QuickBooks. We're just around to help you.