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cuebeeohhd
Level 1
posted
‎April 17, 2022 08:06 PM
last updated ‎April 17, 2022 8:06 PM

Attach a URL to a QuickBooks item and link to a QuickBooks item

I am trying to do two things:

 

1. Link a document to a QBO transaction (by QBO transaction for the purpose of this post I mean any thing for which QBO allows you to add an attachment, such as a bank transaction).

 

The only way I have so far been able to achieve this is to paste the link into the memo field. This is not entirely satisfactory as you cannot click on the 'link' as it is just text to QBO. So I have to highlight that text, copy it into another app (such as Spotlight, Raycast, Launchbar or Alfred) and this takes me to the linked document.

 

2. Obtain a link to a QBO item and paste it into another application.

 

I can't work out how to do this. If I go to the QBO item and view the browser's active URL it seems to be a container URL (I'm not au fait with modern web design) but know that that URL will not take me back to the QBO item. Even if it did, it would only take me to the QBO item in its current state. If it was, say, moved from Review to Categorised, it would have a new URL. But other apps assign a URL to a record on creation of the record and the record is then accessible with that URL irrespective as to how its state may have changed since it was first created.

 

I assume there is a way to do both things and I am just missing this. Modern web apps usually have URL schemes.

Perhaps to solve 1. QBO could allow a URL or a .TXT item to be an attachment?

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Best answer April 18, 2022
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Best Answers
AbegailS_
QuickBooks Team
QuickBooks Team
‎April 18, 2022 01:12 AM

Attach a URL to a QuickBooks item and link to a QuickBooks item

Thanks for getting back in the thread, @cuebeeohhd.

 

I'm here to add some additional information about QuickBooks attachment. 

 

Currently, the option to attach URL to QuickBooks item isn't possible.  As a way around, you can add the URL to  the invoice message box or field.

 

I know how the functionality would be beneficial to your business. With this, I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks. It's always my pleasure to help you out again.

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3 Comments 3
GlinetteC
Moderator
Moderator
‎April 17, 2022 10:14 PM

Attach a URL to a QuickBooks item and link to a QuickBooks item

Hello there, cuebeeohhd.

 

Let me share some insights about attachments in QuickBooks Online.

 

QBO lets you add attachments to transactions but not on an item.

 

I'll be glad to walk you through how to do it:

 

  1. Open the transaction.
  2. From the bottom, select Attachments.
  3. Browse and choose the document you want to attach.
  4. Click Open, then select Save.

 

You can learn more details in this article: Attachments in QuickBooks Online.

 

I also encourage visiting our QuickBooks Help page. It contains webinars, video tutorials, and many others that can help address your issues.

 

I'm just a post away if you need anything else. I'll be sure to help.

Reply
cuebeeohhd
Level 1
‎April 17, 2022 11:18 PM

Attach a URL to a QuickBooks item and link to a QuickBooks item

Thank you. I wish to attach a URL link. Please let me know how to do that.

 

Regards

Reply
AbegailS_
QuickBooks Team
QuickBooks Team
‎April 18, 2022 01:12 AM

Attach a URL to a QuickBooks item and link to a QuickBooks item

Thanks for getting back in the thread, @cuebeeohhd.

 

I'm here to add some additional information about QuickBooks attachment. 

 

Currently, the option to attach URL to QuickBooks item isn't possible.  As a way around, you can add the URL to  the invoice message box or field.

 

I know how the functionality would be beneficial to your business. With this, I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks. It's always my pleasure to help you out again.

Reply