I know that I can review a list of expenditures and sales for attachments. Is there any way to review a list of journal entries for attachments?

Hello there, @CarolHaiti.

 You can pull up the Journal report to show the attachments. However, you'll have to add a short description of them so that it'll show on the report. After that, let's customize the Journal report to show the description.

Here's how: 

1. On the left pane, select Reports.
2. In the Go to reports field, type, and select Journal. 
3. Set the date range.
4. At the top right, click Customize. 
5. From the Rows/Columns drop-down, check the  Memo/Description box.
6. Click Run report.

To learn more about customizing and creating a custom report in QuickBooks, see the following article: How to Customize Reports: Basics, Sorting & Date Ranges.

We also offer a guide on Exporting Reports to Excel for your convenience. Doing this will allow you to review your journal entries with attachments in one place for easy viewing.

Also, you can ask the master admin to add you as a company user, so you'll be able to see all the transactions created in your accounts. 

 To add you, as a company admin. Here's how:

1. From the Gear icon, select Manage Users.
2. Click the Add user button.
3. Select Company admin as their user type.
4. Hit Next.
5. Enter their First name, Last name, and Email.
6. Click Save.

I'm adding these handy articles, that will guide you with your future task in QuickBooks: 

•  User types in QuickBooks.
• Run reports in QuickBooks Online
• Memorize reports in QuickBooks Online

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

Joesem M. thank you for your reply, but your suggestion does not accomplish what is needed. 

The Memo/Description field simply shows what was typed as a description for the transaction.  There is no indication as to whether an electronic document was attached to the transaction by way of support.  Simply saying something in the memo/description field does not mean that the attachment actually was done.

I am looking for a report, similar to the report that can be run for Expenditures, where there is a clear indication as to whether an electronic document was attached to the transaction.  If there is a way to customize such a report, I would then save it and use it on a regular basis to ensure that attachments are being made for each transaction as per our policy.

Thank you.

Thank you for getting back here and for providing additional info on your concern, @CarolHaiti.

Currently, the report that will show the attachment column for Journal transactions is unavailable. As a workaround, you can follow the steps provided by my colleague, Joesem M. The memo field can be used to indicate such information you need to identify if that specific transaction has an attachment when running the report.

Moreover, you can visit our QuickBooks Blog site so you'll be updated about the latest news and product developments. 

Feel free to post here again if you need further information customizing your reports. I'm always around to help. Have a good one. 

I don't understand how the memo field can be used.  Could you please give me an example?  A clerk can type in the memo field that something is attached, but then forget to attach it?!

Could you give me an example of how this might work?  A clerk can type in the memo field that they are attaching a document, then forget to attach it.  I am not understanding how being able to see the memo field will address this concern.  Thank you.

Hi, CarolHaiti.

Allow me the step in and help on how you can use the memo field to review your transactions with attachments in QuickBooks Online.

As referenced by my peer above, since there isn't a way to run a report that shows all journal entries with attachments. As a workaround, you can use the information entered by the clerk on the Memo/Description field to verify if there are no attachments linked to the transaction.

You can open the transaction on the report by clicking it and check the Attachment section. If there are no attachments on it, you can add one.

I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.

For the time being, you can visit our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

Leave a comment below should you have other questions or if you need additional assistance while working with QuickBooks reports. I’ll be around to help. Keep safe.

You have answered my question, but your proposed workaround is not beneficial.  I believe QuickBooks should prioritize the capability of running a report, similar to what can be run for Expenditures.  This is the only realistic way of meeting the need I have expressed.

Thank you for your time in answering my question.

Could you please explain how to run a report that shows expense transactions that have an attachment? 

Thank you

Hello, cmbrowne.

I can show you a way where you can view all expenses with their attachments.

Here's how:

1. From the left menu, click Expenses > Expenses.
2. Click Filter drop-down and choose Expense from the Type drop-down menu.
3. Select the Status, Date, Payee, and Category.
4. Hit Apply.

Here's a sample screenshot for a visual reference:

You can also go to the Gear > Attachments to see what transactions are linked to that attachment. Please see this sample screenshot: 

To learn more about attachments, you can read this article: Attachments in QuickBooks Online.

Please let me know if this is the information that you need. Me and my colleagues are always here to share a solution. Have a great day!