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jwinthrop
Level 1

How do you delete attachments to an invoice?

 
24 Comments 24
JamesDuanT
Moderator

How do you delete attachments to an invoice?

Hello jwinthrop,

 

There are two way to delete attachments from an invoice. You can do it through the Invoice window or through the Attachments page.

 

Here's how to delete attachments through the Invoice window:

 

1. Open the invoice.

2. In the Invoice window, go to the Attachments section.

3. Click the remove option (X) on the attachment.

4. Click Save or Save and close.

 

Here's how to delete attachments through the Attachments page:

 

1. Click the Gear icon in the upper-right corner and select Attachments.

2. Look for the attachment you want to delete.

3. Click the drop-down menu next to Download and select Delete.

4. Choose Yes to confirm the action.

 

Fill me in if you need anything else.

Capture.JPGCapture 1.JPG

DanielRMoody
Level 1

How do you delete attachments to an invoice?

How about when the attachment name is too long and it extends beyond the dotted line box that QBO has? Then the "X" button to remove attachments doesn't exist.

DebSheenD
QuickBooks Team

How do you delete attachments to an invoice?

Hello, DanielRMoody.

There is an option that we can delete the attachments that have a long name.

You can follow these steps:
 

  1. Open the or invoice.
  2. Scroll down and look for the attachment.
  3. There is a bar roller that will show, drag it to the right, and the 'x" will show.
  4. Click the button beside it.
  5. Select Save and close.

You can check this article for additional information: Attachments in QuickBooks Online


I've also added this article that will help you in managing invoices.

Let me know if you have additional concerns in managing invoices. I'm always here to help.

NikkiCRM
Level 1

How do you delete attachments to an invoice?

I tried this to remove attachments to a PO. The receipt was attached to (2) PO's. It did delete it from one PO...but not the other. It stated that it would be removed from both. How Do I delete the attachment from BOTH PO's??

LieraMarie_A
QuickBooks Team

How do you delete attachments to an invoice?

Hey there, @NikkiCRM. I'm here to help you delete the attachment from both purchase orders.

 

To clarify, did you select both files and try to delete them in batch by selecting Delete from the Action column? Every time you add an attachment, it creates a separate file in the Attachments list. When deleting attachments, we'll have to delete them one by one, regardless of whether they're the same file.

 

  1. Click the Gear icon and select Attachments.
  2. Look for the attachment you want to delete.
  3. Click the drop-down menu next to Download and select Delete.
    Capture.PNG
  4. Choose Yes to confirm the action.
  5. Repeat steps 2 through 4 to delete the other attachments.

 

I've also added some articles that will surely help you in managing your purchases orders:

 

I'm just around the corner whenever you need any more help with QuickBooks. Have a wonderful day.

KelleyMartin
Level 1

How do you delete attachments to an invoice?

Hi,

 

Where has the "x" gone to delete attachments. I don't want to use the gear icon as it deletes all the attachments from existing invoice/jnls. see attached

 

This is the second client this is happening to

Tracy A
Level 1

How do you delete attachments to an invoice?

Yes, the X to delete an attachment is missing. Hope there is a way to fix this! 

rob51i03
Level 1

How do you delete attachments to an invoice?

The 'X' to delete attachments has disappeared for me too. Tested on Chrome, Firefox and Edge. It's gone in all three.

This is a major inconvenience. Please fix!

 

Edit: further details provided, as requested via ToriB.

  1. Am using the browser version, not the app.
  2. Screen shot attached
Tori B
QuickBooks Team

How do you delete attachments to an invoice?

Hey there, @KelleyMartin.

 

Thanks for following the thread and sharing your concerns. 

 

Since you've followed the steps provided by my colleagues above and you're still  not seeing the X, would you mind sharing a screenshot of your screen? This way, I can take a better look at your missing X button. 

 

I also wanted to clarify if you're using the app or web browser version? 

 

Knowing additional details will better help me to investigate this matter further. 

 

I'll be sure to keep an eye out for your response and look forward to chatting with you soon. Take care! 

KelleyMartin
Level 1

How do you delete attachments to an invoice?

Please see attached.

I do not want to use the route using the gear icon as I copy previous invoices and Jnls and it will remove attachments from all the previous jnls with the attachment. 

I need to have the x on the bottom attachment box - which is suddenly non existent

clconley27
Level 1

How do you delete attachments to an invoice?

Agreed. This is a major problem!

clconley27
Level 1

How do you delete attachments to an invoice?

I'm having the same issue. Worked fine until today. This needs to be fixed ASAP.

akiker
Level 1

How do you delete attachments to an invoice?

Good morning,

Same issue here.  Using chrome.  Attached screenshot.  There is no delete option for old files.  When I copy an invoice from last month and update the info for this month, I cannot delete the old attachments.  Only add new ones.  And there is no scroll bar to see if the X is beyond the limit of the box.

Britski
Level 1

How do you delete attachments to an invoice?

X to delete attachments on bills has disappeared making the ability to copy a previous bill useless.  Please recognize this problem and fix asap. - QBO is limited enough and losing this feature is not acceptable.

 

giesfeldtj
Level 1

How do you delete attachments to an invoice?

I am having the same issue! The x has disappear by all the invoice attachments. Was fine yesterday!

Ali37
Level 1

How do you delete attachments to an invoice?

I am having the same problem! Yesterday, I could delete old attachments to new invoices and today the "x" is not existent.  

Rasa-LilaM
QuickBooks Team

How do you delete attachments to an invoice?

Hello there, @KelleyMartin, @clconley27, @akiker, @ Britski, and @giesfeldtj.


I appreciate for performing the initial troubleshooting steps to fix the issue. Let me help provide some information on why you’re unable to delete the appended documents in the Attachments section.


We’ve received reports that the X menu is no longer available in the Attachments field. This unexpected behavior is already reported to our product engineers.


Rest assured, they’re getting this feature working back to normal. This way, customers can manage their attachments smoothly.


We recommend all affected users signing up for the notification list. This way, you’ll receive email updates once more information is available about the investigation.


Here’s how:

 

  1. Tap the Help icon at the top to open the QB Assistant window.
  2. In the Assistant tab, scroll down to the Type something field to enter the issue. For example, unable to delete an attachment to a transaction.
  3. Click the Get help from a human link and follow the on-screen steps to complete the process.
  4. In How would you like to connect with us? section, choose Chat for real-time assistance or Callback to speak with an agent.
  5. Provide this number to our specialists to speed up the process: INV-63110.

 

Here’s an article that you can read to learn more about: Attachments in QuickBooks Online. It provides detailed information on the supported file format and steps on how to attach a document.


Also, attachments can’t contain special characters in the file name. This is to prevent from encountering any errors. You can browse this guide for more details: Acceptable characters in QuickBooks Online.


I appreciate your patience while we’re working on this. Tap the comment box below if you still need assistance managing your attached documents. I’m always ready to lend a helping hand.

jb010
Level 1

How do you delete attachments to an invoice?

I found this thread and I am having this issue now where the X to remove an attachment and drag and drop feature is no longer available in the attachment window

IrisN
Level 2

How do you delete attachments to an invoice?

I found this thread and I also am having this same issue as others where the "X" to remove an attachment is missing. When I attempt to delete attachments though the Attachment page that doesn't work. I cannot send this invoice with the current attachment and its slowing the process down. Help!

pbristol
Level 1

How do you delete attachments to an invoice?

I am having this issue,  too.

Tdunn2
Level 2

How do you delete attachments to an invoice?

I have this same issue too, and cannot send out invoices to my clients until this is resolved!  Argh

KlentB
Moderator

How do you delete attachments to an invoice?

Hi there, jb010, IrisN, and pbristol.

 

I've tried deleting an attachment from by invoice and was able to successfully remove it. It could that the accumulated cache and cookies in the browser are preventing you from viewing the X icon.

 

To isolate the issue, you can perform some browser troubleshooting steps. You can start by signing in to your QuickBooks company using a private window. This mode doesn't save your browsing history and site data. Here are the shortcut keys:

 

  • For Firefox or Microsoft Edge, press Ctrl + Shift + P.
  • For Chrome, press Ctrl + Shift + N.
  • For Safari, press Command + Shift + N.

If you're now able to remove the attachments, go back to your regular browser and then clear its cache to start over fresh. Switching to other different browsers can also help resolve the issue. 

 

I've also added an article that will help you add attachments to customer and vendor profiles: Attachments in QuickBooks Online.

 

If there's anything else that I can assist you with, please don't hesitate to add a comment below. Have a good one.

Tdunn2
Level 2

How do you delete attachments to an invoice?

Thanks.  It worked.  I used a different browser and got the "x" back in attachments.  

ShiellaGraceA
QuickBooks Team

How do you delete attachments to an invoice?

Good to hear that, @Tdunn2.

 

Please know that you're always welcome to swing by anytime if you have questions with invoices. I'll be around for you. Take care and have a great day ahead.

 

 

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