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chris335
Level 1

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

 
7 Comments 7
Mark_R
Moderator

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

There are no updates about the Attachments, @chris335.

 

I'm here to help ensure you can remove the attached file.

 

One of the possible reasons why the X option to remove the attachment is missing is that the browser you're using had a data issue. To verify, let's log in to your QBO account using a private browser. To do so, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

 

Once logged in, go back and remove the attachment again to double-check. If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one. 

 

Just in case you want to review all your sales and expense transactions in the future, you can run and customize some reports in QBO. For more guidance, feel free to read this article: Common custom reports in QuickBooks Online.

 

You're always welcome to post again, @chris335. Don't hesitate to click the Reply button below if you need further assistance removing attachments. Have a good one.

chris335
Level 1

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

Thank you, I have already run through incognito browser in chrome as well as through a different browser altogether (edge) with no success.  It is occuring across all members of my org so it is not a cache or browser issue, though we have troubleshot these options.  QB currently has a case open now.

MariaSoledadG
QuickBooks Team

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

Allow me to share a few information about the missing option for deleting attachments and guide you on what to do, chris335.

 

Yes, you're correct. There's an ongoing issue about not being able to delete an invoice attachment. Our engineers are working to get this fixed as soon as possible. In the meantime, you can untick the box to not include the attachment when sending the transaction. I've added a screenshot for your visual guide:

pdf.PNG

Also, I recommend reaching out to our support team so they can include you in the list of affected users. To do this, follow the steps below:

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter your concern.
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

Additionally, QuickBooks downloads the latest transactions automatically. It tries to match them with what you've already entered in QuickBooks. Please check out this article for your reference: Categorize And Match Online Bank Transactions in QuickBooks Online

 

Please get back to us if there's anything else that you need help with with your attachments. Don't forget, we're always right here to make sure that everything is taken care of. 

njester
Level 1

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

This started happening to me a couple weeks ago.  Has the problem started back up again?  I used to be able to delete invoices with no problem, but now there's no option for "more" > "delete".

 

I've submitted Feedback to the developers and it's been over a week.

Kurt_M
QuickBooks Team

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

Thanks for joining the thread, @njester. I'll help you to get rid of unwanted invoices inside your QuickBooks Online (QBO).

 

Before doing so, may I ask if you're using the old or the new invoice layout? Know that if you're using the new invoice layout, the Delete option is in the Action button inside the invoice. However, to see the Action button. You'll need to save the invoice you created.

 

For visual reference, you can refer to the screenshot that I've attached below.

 

 

In addition, here's an article to help you manage invoice payments: Record invoice payments in QuickBooks Online.

 

 

I'd also recommend checking this page to learn more about modifying and personalizing sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to leave a comment below if you need further assistance with this, @njester. It'll be my pleasure to help you out again. Stay safe!

njester
Level 1

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

I see it now and that worked.  Thank you.  I'm using the same invoice layout I always have and it's always been on the bottom.  Guess they moved it.

 

Thank you.

SirielJeaB
QuickBooks Team

Invoices do not appear to have the option to remove attachments anymore, was there a recent update?

You're doing great, @njester. Thanks for getting back to the thread.

 

I'm happy to hear that my colleague, @Kurt_M was able to provide a solution for removing unwanted invoices from your QuickBooks Online (QBO).

 

If there is anything else you need help managing your invoices or any QuickBooks-related concerns, feel free to get back to us. You can reach out by posting in our Community forum again. Wishing you all the best!

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