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April 13, 2024
Question

Why does a bank attachment appear on some deposits and not others?

  • April 13, 2024
  • 1 reply
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1 reply

Clark_B
April 13, 2024

Hi there, @RoyD1.

 

Let me explain why some deposits have a bank attachment while others don't in QuickBooks Online (QBO).

 

QuickBooks Online (QBO) relies on the information provided by your bank or financial institution (FI), and any data received by QuickBooks is controlled by your FI. If your data doesn't include an attachment, we can manually add an attachment for those transactions that don't have one. However, please note that if the data is saved as a zip or compressed file, you'll need to extract it first before it can be integrated into our bank transactions.

 

To manually add an attachment. Follow the steps below:

 

  1. Go to the left navigation panel, and select transactions.
  2. In for review section, locate or find your deposits that don't have an attachment.
  3. Open the desired transactions and select Attachments.
  4. Browse and select the document you want to attach.
  5. Select Open, and then Save and Close.

 

I've included these resources to help you review your downloaded bank and credit card transactions and automatically categorize transactions from your bank: 

 

 

If you have additional questions about managing your attachments in QBO, drop a comment below. I'll be around to further assist you.