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How to easily track transactions with missing attachments (receipts)

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ProAdvisor

How to easily track transactions with missing attachments (receipts)

This QBO tutorial will help guide you to find which transactions are missing attachments.

1 Comment
Moderator

Re: How to easily track transactions with missing attachments (receipts)

Check out this short video (5:48) shared by @SteveChase.  He shares multiple demonstrations on time-saving techniques of working with attachments.  Topics covered in this video include:

 

  • How to find missing attachments on Expenses and Registers
  • Entering a stand-alone attachment for transactions that haven't been entered yet and how to easily add those attachments once the transaction is being entered.
  • Using Batch Actions for exporting all your attachments into a Zip file

 

Thanks for sharing Steve!!!

 

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