Why did the QBO attachments stop opening in a new tab?

I wish you didn't have to go through some issues while using the program, Lorry Marie.

We're receiving reports that other users are getting this issue as well. We would like to inform you that this has already been reported to our Engineering Team. While they do, I would advise you to get in touch with our QuickBooks Support. This way our engineers can add your account information to the list of affected users . Any progress will be communicated via email.

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.

To ensure we address your concern on time, check out our support hours. 

Moreover, please see this article for more details on the various file types that you can attach to any transaction in QuickBooks, as well as factors to keep in mind while emailing them: Attachments in QuickBooks Online.

I’ve added this guide in case you‘d like to add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. It includes instructions about changing email messages and setting a default custom template.

If you have any other questions or concerns besides attachments, please don’t hesitate to add a comment below. I’ll be here. Have a great day, and always take care!

I've already had an online chat with Queen who escalated my problem to the back end team and I have a case number. He had me do a remote share, wanted me to clear all my cookies, which I refused to do, but I did get to show him the problem and repeat it as he watched.  He also had me do a couple of trouble shooting exercises to ensure my settings were proper.  It was a little annoying to spend my time doing that when I hadn't made any changes on my end and the QBO was clearly functioning differently than it had been.  Intuit is aware of any changes that have gone live and I think we end users should be made aware of those changes.  It is not always evident that changes have been implemented with QBO until something that was working one way begins to produce different results.  Then us end users start trying to figure out what we must be doing wrong and end up spending time that could be avoided if Intuit would be forthcoming rather than have us be the software debuggers unknowingly.  It does not lead me to want to encourage others to use QBO. 

same here. uploaded attachments won't open in a new tab anymore - it requires that you save the attachment to your PC. what's going on?

Hello, @Pat_Sharp.

We wish that you didn't have to experience this issue while using QuickBooks.
 

There is an ongoing investigation into this issue. I recommend contacting QuickBooks Online Support Experts to add you to the list of customers who also have attachment concerns.

Here's how:
 

1. Select Help (?).
2. Click the Search tab to get started:
3. Select Contact Us.
4. Enter the topic of your concern.
5. Select Continue.
6. Choose either Chat or Callback.

I'll add an article here to know more about attachments in QuickBooks Online: Add or delete attachments in QuickBooks Online.

If you have additional questions about attachments, you can reply to this post. Keep safe!

Can you make a quick form for us users so we don't have to take a lot of time to make a "Me, too"?

When I reported this issue that had already been reported to the engineering team, I had to go through a lot of steps with someone that took too much of my time.  Hopefully, that time helped the people that are fixing the problem, but as of yet, it is still broken.

What we really want to know is WHEN WILL THE PROBLEM BE RESOLVED and out of curiosity, HOW MANY USER COMPLAINTS does it take to evoke the resolution?

I understand your frustration with the current issue, @Lorry Marie.

I can see the urgency of getting this resolved, and I want to ensure this is taken care of. 

 Currently, we don't have a specific time frame for when this issue will be resolved. The most recent update that I have from our Engineering Team about the investigation is that it is still in progress. Our engineers are all hands on deck working together to sort everything out. What's best right now is to follow what my colleague BryanM provided in contacting our Online Support. With this, you'll be notified about the latest updates on this matter. 

On the other hand, having a quick form for users to submit complaints regarding certain issues is currently unavailable in QuickBooks. That's actually a great idea, @Lorry Marie. With this, I suggest sending this feature request to our Product Developers. Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4. Click Next to submit.

Another easy way to share your feedback is to enter them through this link: QuickBooks Online Feature Requests.

Additionally, I've got you this article in case you'd like to customize your sales form to match your business here in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

I'll be sure to keep an eye out for your reply in case you need any additional assistance with attachments.  I want to ensure that we get this fixed as soon as possible. You have a good one!

Same here, have there been any updates on this? I thought it was just my computer being funny but it seems not, so while it's nice that it's not just me it is a ridiculous problem to have... 

I have submitted the help request per previous replies but no answers yet I take it? 

I appreciate you joining this thread to get updates regarding the reported issue, Andres.

Yes, my colleagues are correct that our product engineers are already investigating this issue and working on a fix. We want to ensure that everyone will have a seamless experience with accessing their downloaded attachments. However, since our product engineers handle this matter internally, we're unable to disclose any updates at this time regarding their efforts. 

To ensure you'll get an update about the resolution status, I recommend contacting our QuickBooks Support Team. This way, they can add your company file to the list of affected users and provide this investigation number for easy tracking: INV-75901. To reach them, you can follow the steps below:

1. Sign in to your QuickBooks Online account.
2. Click the Help button.
3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
4. Select Contact Us.

Once the issue is resolved, you’ll want to check out this article for your reference when customizing reports in QuickBooks Online. This way, you modify the data showing on your reports to focus on what matters the most: Customize reports in QuickBooks Online.

Thank you for your patience while we're working on this, Andres. If you have any other questions about QuickBooks, feel free to leave a comment below.

I have been dealing with the same problems for 2 weeks now. When will this be resolved?

I know this has been a challenging process for you, @rubyssc.

Let me provide some updates regarding QuickBooks Online (QBO) attachments not opening in another tab.

Upon checking our database, the investigation is still an ongoing process. Rest assured, our Engineering Team is aware of this issue and is working diligently to resolve it.

While we're unable to provide exact dates for when this issue will be fixed, I encourage you to contact our Customer Care Team for instant updates about this concern. They can add you to our notification list, and you'll receive an email notification once an update is available.

Additionally, feel free to check out these other articles in case you might need them:

• Download and save sales forms and statements in QuickBooks Online
• Print PDFs in landscape using Chrome

I appreciate your patience while we work to fix this. Please know I'm only a post away if you have other QuickBooks-related questions. Stay safe!

We are having the same issue.  We always review source documents before issuing payments, and the attachments no longer open in a new window.  Instead they are downloaded onto our PCs.

It is slowing us down, so I would like to add my voice to those who would like this fixed.

We are also having the same issues here for the past two weeks. This is very difficult as we use the attachments to keep records of payments, chats, and inventory. This issue is slowing us down, so we hope this issue gets resolved as soon as possible.

... and the problem is still continuing. Some invoices will open as normal in a new TAB, others open a new TAB, download a file, and the new TAB closes, and then you have to click on the downloaded file and it will open in a new TAB... and then you have to go and delete that file from your DOWNLOADs folder as it created a copy there.

If this has been reported as happening since NOV22, and it is now nearly FEB23, how much longer before this is going to be looked at?

I understand how it feels, @Justaye_DM.

Allow me to chime in and share some updates attachments not opening another window in QuickBooks Online.

For now, our engineers are currently working on a permanent fix. No, worries, we'll take care of this so you can attach the PDF file to our vendor as soon as possible. 

I'd recommend calling our Customer Care Team to add you to the list of affected users. Once fixed, you'll receive email updates coming from QuickBooks.

Here's how

1. Go to the Help menu, then click Contact Us.
2. Type your concern in the box and tap Let's talk.
3. Choose either Get a call or Start a chat.
4. Complete the required data and submit the request.

Make sure to contact them within business hours to ensure a swift response.

Moreover, check out the articles below to learn more about special characters, view, edit, or delete attachments in QuickBooks: 

• Acceptable characters in QuickBooks Online
• Add or delete attachments in QuickBooks Online

The Community is always available if you have other concerns about your vendor transactions. Just leave them in the comments below. We'll get back to you as soon as possible.

Has this been resolved for anyone?

This issue is still ongoing for me.

It's very frustrating to have to save the document just to open it. 

Hi, @asellers03. I understand how that could be frustrating not to be able to view attachments in a new tab.

I checked if there's an ongoing issue about failure to view attachments in QBO but there isn't currently one. I also tried doing that on my end, and I was able to view it in a new tab.

In your case, you might be experiencing web browser issues. The system occasionally behaves strangely when the browser frequently accesses pages. It could be due to corrupted cache files in your browser. Let's perform a few troubleshooting solutions to isolate this.

I suggest using a different browser or a private window to help you fix this so QuickBooks Online runs more smoothly and effectively. Depending on the browser you're using, you can use these keyboard shortcuts:

• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

Once done, please view your attachment again. If it works without issues, go back to your regular browser and clear the cache to fix the unexpected behavior in the product and to have a clean slate. 

If this didn't work, use other supported web engines. The current one you're using may have a temporary issue with QuickBooks. Utilizing a new browser allows you to get back to working order.

However, if it still persists, I recommend contacting our QuickBooks Online support team. They have the tool to pull up your account securely and further investigate the root cause of the issue. 

Here’s how you can reach out to them:

1. Click the Help (?) icon at the top.
2. Select Contact Us.
3. Enter your issue or question, then select Continue.
4. Choose to Start a live chat, or Call us.

That should get you connected to our live support agents.

I'm adding this link where you can search for useful articles that guide you in your future tasks:  QuickBooks Online Help Articles.

Let me know in the comment below if you've got additional questions about QuickBooks-related concerns. I'm only a post away. Take care always.

I'm still having this problem frequently, too.  A workaround I've been using is when the "save as" window opens, I right-click on the document I had saved earlier to view it rather than save another copy.

started happening to me again, after a brief respite ....pretty lame...

Thanks for bringing this to our attention, @Pat_Sharp.

I have checked the mentioned investigation in this thread, and it was already resolved. Since you are still experiencing this issue, I'd suggest performing the basic trouble shooting steps provided by my colleague, @Nicole_N, above. 

Though, If the issue persists, I'd recommend reaching to our Customer Support team. They can have this investigated further and can guide you with more efficient workaround for this matter. You may follow these steps blow to get in touch with them:

1. Click the Help (?) icon at the top.
2. Select Contact Us.
3. Enter your issue or question, then select Continue.
4. Choose to Start a live chat, or Call us.

Once you're back to business, feel free to dive into this article: Customize reports in QuickBooks Online. It contains steps and tips to get the most out of your financial reports.

I'm just around to help if you have further questions or concerns about the other parts or areas of the program. Simply add the details below and I'll get back to you.

Hi

This issue relating to attachments going to SAVE AS is still ongoing currently and is not resolved as of today (20-02-2023). I have tried various browsers and no difference. Some will open it immediately but only after saving it. This previously worked in quickbooks up until about October last year. It looks to me like a security issue related to the linked document which is not allowing the browser to access the document location within the QBOL server but will let it download. I would appreciate an update at the earliest opportunity

Regards

Tom

Hi

As of this morning the issue is still happening  (20/02/23)

Regards

Tom

I've come to ensure you'll able to view attachments in another tab, Tom MK.

We can modify your browser settings to allow and view PDF attachments or documents in a new tab. If you're using the Google Chrome browser, let's follow the steps below.

Here's how:

1. Go to the three-dot icon on the upper right of your browser.
2. Select Settings, then click Privacy and Security.
3. Click on the Site settings section and select Additional content settings under the Content tab.
4. Choose PDF documents and click Open PDFs in Chrome.

Additionally, if you're using a Microsoft Edge browser, here are the steps to modify its settings. 

Here's how:

1. Go to the three-dot icon on the upper right of your browser.
2. Select Settings, then click Cookies and site permissions from the left menu.
3. Locate and choose the PDF documents tab.
4. Click the PDF view settings to enable this feature in your browser.

All these procedures mentioned above are some of the troubleshooting steps that you may utilize to help you resolve the issue. 

I've added this guide to assist you in attaching transaction documents to each of your vendor and customer profiles: Add or delete attachments in QuickBooks Online.

Feel free to get back in this thread if you have any additional questions about pdf attachments. We'll be right here, willing to assist you. Take care and have a good one!

This is not working. It is now downloading automatically but not opening them. I do not want to continue downloading every single attachment I want to see. Please fix this.

I appreciate you for getting back here, rubyssc. 

I can see the urgency of getting this resolved, and I'm here to ensure you'll get the assistance you need.

Since all the possible troubleshooting steps were mentioned above, I'd recommend contacting our Customer Care Team. They have the tools to check and review your account to help you provide other procedures for resolving this issue. Also, they can

Here's how to reach them:

1. In your QBO account, click Help.
2. Click the Search tab, and select Contact Us.
3. Enter the error message in the description box, and select Continue.
4. Start a chat with a support expert.

Moreover, I'm adding this link that you may utilize in the future when doing other QuickBooks-related tasks: Self-help articles for QuickBooks Online.

Keep us posted in the comments below if you have additional questions viewing the attachments. We'd gladly assist you further. Take care!