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Ivory
Level 1

Need to download receipt attachments from 2018 for reconciled expenses only. No filtering avail for attachments. please help. I have thousands of expenses.

 
3 Comments 3
MariaSoledadG
QuickBooks Team

Need to download receipt attachments from 2018 for reconciled expenses only. No filtering avail for attachments. please help. I have thousands of expenses.

Downloading an attachment in QuickBooks is very easy, Ivory.

 

QuickBooks Online (QBO) lets you download attachments to allow you for more organized record-keeping. To do this, you'll have to open one transaction at a time to download them. You can follow the steps below:

  1. From the left menu, select Expenses, then Vendors.
  2. Choose the desired supplier, then Vendor Details.
  3. Under Attachments, click Show existing.
  4. The attachment will show on the right corner, click Download.
    attachments.png

You can also go to the Attachment page to view all the attachments, however, you'll not be able to distinguish the specific attachment to download unless you'll have downloaded them. Here's how:

  1. Click the Gear icon.
  2. Under Lists, choose All Lists.
  3. Select Attachments.
    list.png

 

For your reference, you'll want to add and match bank transactions with what you've already entered in QuickBooks.

 

Feel free to let us know if you have any other concerns. Please know, the Community has always your back if you need further assistance.

Ivory
Level 1

Need to download receipt attachments from 2018 for reconciled expenses only. No filtering avail for attachments. please help. I have thousands of expenses.

Hi,

 

this is really not helpful!  as I stated I have thousands of expenses, it will take me a month to download them.  I need them in less than a week.  

 

Is there another way to do this?

katherinejoyceO
QuickBooks Team

Need to download receipt attachments from 2018 for reconciled expenses only. No filtering avail for attachments. please help. I have thousands of expenses.

Thanks for coming back, @Ivory. Downloading attachments in bulk is unavailable in QuickBooks at the moment. You'll have to do it one at a time as suggested by my peer. 

 

As an additional reference, check out the Capture and categorize receipts and bills in the Receipts tab for more insights.

 

You'll also want to email receipts and bills to QuickBooks Online in case you don't want to upload them. You can send those attachments to Quickbooks, and we'll extract them for you.

 

Feel free to message again if you have additional concerns. I'd be here to help. 

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