cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Welcome India customers to our Global Community, find the help you need and connect with other India QuickBooks users on our dedicated India Community pages.
Highlighted
Level 1

Can we filter the transaction without attachment so we can make sure all transaction we made in the past has a proof.

 
1 Comment
Highlighted
QuickBooks Team

Can we filter the transaction without attachment so we can make sure all transaction we made in the past has a proof.

Hi there, useromar.

 

Yes, you can filter the transaction without attachment. To do this, I'd suggest going to the Sales and Expenses page and filter the section to show the Attachment column. With this, the entries that doens'nt have the number in the Attachment column are the transactions without attachment. Also, you'll need to make sure that the attachment drop-down arrow is down.

 

 

From the Sales page, here's how:

 

  1. Click Sales in the left panel.
  2. Choose All Sales.
  3. Click the small gear icon and click on the Show More dropdown arrow.
  4. Check the box for Attachments to display the attachment column. The column will indicate how many attachments you have for a certain transaction.
  5. Click anywhere on the page to save the changes.

 

 

Expenses page:

 

  1. Click the Expenses tab in the left navigation bar.
  2. Choose the Expenses section.
  3. Click the small gear icon and click on the Show More dropdown arrow.
  4. Check the box for Attachments to display the attachment column. The column will indicate how many attachments you have for a certain transaction.
  5. Click anywhere on the page to save the changes.

 

 

 

You can click this article to see steps on how you can view all uploaded attachments: Attachments in QuickBooks Online.

 

 

Please refer to the articles below to see information on how the Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices. Then, how the Expenses page view and work with your company's money-out transactions.

 

 

Please remember I'm here anytime you have additional questions or concerns with QuickBooks Online. You can reach out by posting a response below. Wishing you all the best!