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May 7, 2024
Question

How to get transaction attachments to download automatically

  • May 7, 2024
  • 1 reply
  • 0 views
transaction attachments were downloading from the bank, and now they are not. I can no longer find the setting to make that happen again.

1 reply

May 7, 2024

I appreciate you for finding a way to attach the transactions automatically from your bank account, @lwcnsdar. Allow me to assist you further so you can still attach the transactions from your bank account.

 

First of all, I just want to ask what is the name of your bank and did you receive a specific error while attaching the transactions automatically? This way we can track if there is a related case or an INV from your bank.

 

For now, I suggest to visit and contact your bank's website, so that you will know if there are any notices or updates from there that you will need to address. Also, if there are changes that happen when you download the transactions to your bank feeds.

 

And the best workaround that I can offer, so that you can still attach the transactions from your bank to your QuickBooks is to attach them manually. 

 

Here's how: 

 

  1. Sign in to your QuickBooks Online.
  2. Hover to Transactions, then click on Bank Transactions.
  3. Select the bank account that you want to use.
  4. Choose the specific transactions that you want to add the attachment manually.
  5. You can click on Add Attachment at the lower part of the attachment page.
  6. Once done, attach the supporting documents and hit Add.

 

Additionally, you can check these helpful articles on how to categorize your online bank transactions and reconcile them moving forward:

 

 

Don't hesitate to post in the Community if you have more concerns about attaching documents and handling transactions or any other QuickBooks-related concerns. I'm always here ready to help. Stay safe always.