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vikrant-lele-con
Level 1

How do I check the number of transactions with attachments in my QB database ?

Quickbooks is shutting its business in India from April 30th 2023 and I wanted to know how many transactions with attachments do we have in our database ?
7 Comments 7
Archie_B
QuickBooks Team

How do I check the number of transactions with attachments in my QB database ?

Hi, vikrant-lele-con. I have the steps on how to check the number of attachments you have in QuickBooks Online.

 

All the transactions you have in QuickBooks that have an attachment can be accessed in a few steps. Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Gear icon.
  3. Choose Attachments.

 

You can visit this article if you want to know how to manage the attachments: Add or delete attachments in QuickBooks Online.

 

I've also added this link to learn how you can manage your account, including logins, connected apps, security, and data: Account management.

 

Let me know if you require any further assistance or have any additional questions about attachments and other lists in QuickBooks. I'll make every effort to provide you with the best possible assistance.

vikrant-lele-con
Level 1

How do I check the number of transactions with attachments in my QB database ?

Hi Archie,

 

Thanks for the revert, but this doesn't solve my problem unfortunately. QB doesn't seem to have an option of downloading the complete transaction list with attachments which are necessary for Audit purposes neither do I have an option of knowing how many transactions are there with attachments as part of my company's database.

I need to press the next button on the attachments tab for god knows how much times to get this info !!!

Looking for a solve for the same so that my data transition can happen smoothly.

 

Fiat Lux - ASIA
Level 15

How do I check the number of transactions with attachments in my QB database ?

@vikrant-lele-con 

Consider to purchase a 3rd party service to convert your data with attachments, 

QueenC
Moderator

How do I check the number of transactions with attachments in my QB database ?

Hello there.

 

I can definitely see how convenient it is if we could download a complete list of transactions with attachments in QuickBooks Online (QBO) and be able to view it in just a page so we no longer have to press the next button. I also would like to have this ability as this is time-saving.

 

We would love to hear your opinion as this is something that would make your QuickBooks experience better. With this, let's pass this feature request to our Product Developers so they can consider adding it in future updates. 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.

Note that future releases will have to undergo extensive measures before they'll be released as we need to make sure that it is fully developed and functional.

 

I'm also adding this link so you can track the status of your request and get the latest updates from our development team: Customer Feedback for QuickBooks Online.

 

Lastly, feel free to browse through this article to know how to run financial reports to keep you updated on your business standing: Run reports in QuickBooks Online. If you want to keep up with all your transactions, just search for the Transaction List by Date report.

 

Keep your post coming if you've got additional questions with regard to managing your transactions with attachments in QBO. I'll be right here to assist you further. Take care.

vikrant-lele-con
Level 1

How do I check the number of transactions with attachments in my QB database ?

Hi,

 

Any vendors that you know who can do this quickly will be highly appreciated !!

vikrant-lele-con
Level 1

How do I check the number of transactions with attachments in my QB database ?

Hi QueenieC,

 

Would have loved to do what you are saying unfortunately QB is shutting their business in India from 30th April onwards and hence I am more worried about my data transition rather than getting new features built.

 

 

Fiat Lux - ASIA
Level 15

How do I check the number of transactions with attachments in my QB database ?

@vikrant-lele-con 

Have you decided to which app do you need to convert to? QB Online Global version, Zoho Books, or else?