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lmoore2
June 22, 2022
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Is there a report that shows attachment to expenses? I would like to be able to see which receipts I am missing but I don't see a paperclip anywhere

  • June 22, 2022
  • 1 reply
  • 0 views
Or can I add a column to the register that shows attachment?
Best answer by ShiellaGraceA

I have attached a receipt to a CC charge but nothing shows up in the paperclip column.  This is exactly what I was looking for if there was an indicator in that column...but alas, it is blank.  I attached the receipt in the CC expense.  Would that make a difference?

 


Thanks for getting back to us, @lmoore2.

 

Let me help you view your attachments. Aside from the maximum file size of 20MB, you'll want to double-check if you've successfully attached the file to your expense transaction. You can check it from the attachment box (see image below).

 

If the attachment box is blank or empty, it means you haven't successfully attached a file.

 

 

 

Once you've successfully attached, go back to the Expense Transaction page, the Attachment column will indicate if you have 1 or 2 attachments on a transaction. Just click the Gear icon beside the Export icon, and then put a check mark next to Attachments. Here's what it looks like.

 

 

 

 

For more information about this feature, check out this guide: QuickBooks Online attachments.

 

In case you need help in matching or adding transactions, check this link to go to the page. It has step-by-step instructions to guide you along: Categorize and match online bank transactions in QuickBooks Online.

 

Please let me know how it goes or if you have follow-up questions or concerns with attachments or expense transactions. I'll be around for you. Take care.

1 reply

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ChristineJoieR
June 22, 2022

I’m glad to see you on this thread, @lmoore2.

 

I want to ensure your concern will be addressed. Let me share some insight about uploading an attachment in QuickBooks Online.

 

QuickBooks Online allows you to attach documents like general journal entries, credit memos, bills, and credit card charges. You may also add documents to inventory adjustments, vendor profiles, and other fields. All eligible fields are marked with a paperclip.

 

 

To add a document, you first must upload it to the QuickBooks Documents Centre. Then, hit the paperclip, select the desired file from the list of saved documents, and double-click it to attach it. If necessary, you may attach multiple documents to the same transaction.

 

Furthermore, if you need to upload a batch of attachments and link them to other transactions later, for example, the terms and conditions document, then follow these steps:

 

Here's how:

 

  1. From the Gear icon, go to the List column.
  2. Select Attachments.
  3. Insert the file you want to upload by clicking the Attachment icon. Please note that the maximum file size is 20MB only.

 

Refer to this article to see a list of transactions where you can upload a file: Add or delete attachments in QuickBooks Online.

 

In addition, if you need to run basic financial reports, visit this page for more information: Run reports in QuickBooks Online.

 

If you have any questions or need clarification, please leave them in the comments section below. I'll respond as soon as possible.

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lmoore2Author
June 22, 2022

Thank you, my question is there a report or export that shows me if a transaction has an attachment.  I am not going to use the tool if it doesn't show me if there is an attachment.  Only if you click into the actual transaction can you see the attachment.  There does not seem to be anywhere in the register or a report that shows this, at least not that I can find.  I would like to upload my receipts to their expense transaction.

 

Thanks for your attention to this question.

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DebSheenD
June 22, 2022

Hi there, lmoore2.

 

Allow me to chime in and share some information on how you can view all expenses with attachments in QuickBooks Online (QBO).

 

Here's how:

 

  1. From the left menu, hit Expenses > Expenses.
  2. Tap Filter drop-down and choose Expense from the Type drop-down menu.
  3. Select the Status, Date, Payee, and Category.
  4. Hit Apply.
     

Here's a sample screenshot for a visual reference:
 

 

You can also go to the Gear > Attachments to see what transactions are linked to that attachment. Please see this sample screenshot: 

 

 

To learn more about attachments, you can read this article: Attachments in QuickBooks Online.


You might also want to visit our Reports and accounting page to learn some best practices for managing reports in QBO.

 

Don't hesitate to leave a comment below if you have other questions about the list attachment. I'll be around to help. 

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