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karol1
May 1, 2021
Solved

Is there a way to get a report or list of transactions that do not have an attachment?

  • May 1, 2021
  • 1 reply
  • 0 views
This would facilitate getting receipts that are needed as documentation.
Best answer by Kristine Mae

I'm here, Karol1. I'll help you check the list of transactions without attachments.

 

If you want to see the list of expense transactions that don't have attachments, you can follow these steps:

  1. Click Expenses.
  2. Go to the Expenses tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

If there are no attachments, you can see the Attach a file link. You can also export the list by clicking the Export to Excel icon.

 

If you want to see the sales transactions, you can follow these steps:

  1. Click Sales.
  2. Go to the All Sales tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

You can also export the list so you can have a better view of the sales transactions that don't have attachments. 

 

I'll also include this article to help you manage your attachments: Attachments in QuickBooks Online.

 

Feel free to visit the Community if you have other concerns. We're just one post away. Keep safe!

1 reply

Kristine Mae
Kristine MaeAnswer
May 2, 2021

I'm here, Karol1. I'll help you check the list of transactions without attachments.

 

If you want to see the list of expense transactions that don't have attachments, you can follow these steps:

  1. Click Expenses.
  2. Go to the Expenses tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

If there are no attachments, you can see the Attach a file link. You can also export the list by clicking the Export to Excel icon.

 

If you want to see the sales transactions, you can follow these steps:

  1. Click Sales.
  2. Go to the All Sales tab.
  3. Click the Gear icon above the ACTION column.
  4. Tick the Attachments box.

You can also export the list so you can have a better view of the sales transactions that don't have attachments. 

 

I'll also include this article to help you manage your attachments: Attachments in QuickBooks Online.

 

Feel free to visit the Community if you have other concerns. We're just one post away. Keep safe!

    S
    Sheryll_S
    May 18, 2021

    The attachments page NEEDS a filter so you can ONLY see transactions that do NOT have an attachment.  My customer files are so long that I cannot find which transactions are missing attached receipts, which my client needs to know. The way it is now, the list is almost useless.

      F
      firstpeter315
      November 20, 2024

      If you export the list to Excel, you can use filters there to filter out the transactions you want to see.  I put a filter on all the columns and keep only the ones that are blank in the attachment column, and also filter out the transaction types I don't want (bill payments for example - I only want bills and expenses).  And you can filter out the vendors you don't need, like TD or the company they pay rent to.

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