Question

Can't attach files in QBO

Forum|Forum|2 years ago
March 8, 2024
6 replies
0 views

The Add Attachment link that shows when I single-click a transaction in my checking register has stopped working as of about March 7, 2024. The dialog opens to select the file to attach, but when I do, nothing happens. I have been able to work around this by clicking Edit and then using the Add Attachment link near the bottom. Attachment problems have plagued QBO off and on for more than a year. It appears they have broken this feature again with the March update.

QuickBooks Online

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FateCandylaneT

I appreciate you for letting us know, Roland12. Let me provide troubleshooting steps to help resolve and add file attachments from your bank registers.

In QuickBooks Online, some specific attachment file types are supported by the program to enable uploads to your transactions. To avoid or remedy these errors, make sure your company name in QuickBooks Online only contains accepted characters from this list. You may check this reference for more insights: Add or delete attachments in QuickBooks Online.

If the issue still persists, you may consider performing troubleshooting steps to help rectify the possibility of a webpage issue. Sometimes a browser is loaded with frequently accessed pages, which results in some unusual behaviors. With this, you'll need to access your account in a private browser to ensure the program runs without storing cache files. You may use these keyboard shortcuts:

For Google Chrome browser: Ctrl + Shift + N
For Mozilla Firefox browser: Ctrl + Shift + P
For Safari browser: Command + Shift + N

If you're able to add the attachment again, you may get back to your default browser and clear its cache or use a different supported browser.

Furthermore, I'm sharing this guide to help you track and review your accounts to make sure they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

I'll keep this thread available if there's anything else you need further assistance with when adding attachments and managing transactions in your file. Feel free to let me know anytime, and I'll be around to get you covered. Stay safe!

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BlueStarof1

I am having the same problem as OP. I am unable to attach any documents. I get "0% progress" with anything I try to attach. I tried all of the troubleshooting offered and nothing works.

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Carneil_C

This isn't the experience we want you to have, @BlueStarof1.

Currently, we've received similar cases or reports about the issue of being unable to attach files in QuickBooks Online. I recommend contacting our Customer Care Team Support so they can add you to the affected users list.

Here's how you can reach out to them:

Go to Help (?).
From the Search tab, click Contact Us.
Please enter your question and select Continue.
Review and Select from the following: Have us call you or Chat with us.

For more information about attachments in QBO, please refer to this article: Add or delete attachments in QuickBooks Online.

For future reference, you can review this guide about special characters for attachments: Learn more about special characters in QuickBooks Online.

I'm always here to help you whenever you need more assistance with your QBO files. Keep me in the loop by tagging me in your reply.

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Roland12Author

Additional info:

I have seen this behavior yesterday and today on three different computers (two Macs and one Windows 10) and with two users. All using Google Chrome. The Windows user had just installed Chrome within the past week. Last week the attachment link in question worked fine on all three machines.

Any replies that tell me to clear my browser cache will be ignored.

Have any other users experienced this? I strongly suspect a bug was introduced with the March version, since we usually get updates around the start of the second week of the month.

JoesemM

I acknowledge the efforts you've put in to resolve the issue of attaching files to your register, Roland12. Let me make it up to you by ensuring that we investigate this matter further.

As the problem persists, I would suggest reaching out to our Customer Support Team. They have the necessary tools to investigate the attachment link and provide you with other troubleshooting steps to get this resolve. To reach them, follow the steps below:

Sign in to your QuickBooks Online company.
Select Help (?).
Choose either tab to get started:

Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
- Start a chat with a support expert.
- Get a callback from the next available expert.

Also, I'll be sharing these resources that will help you in tracking transactions in your bank register:

Should you have any additional concerns or questions regarding attachments in QuickBooks, please do not hesitate to leave a comment below. I will be happy to help.

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ali820

I still cannot add files, I'm trying to add a simple pdf as usual. The workaround through editing a categorized transaction is not working either. I've logged out and back in already. The attachment link activates but is completely unresponsive. Other ideas???

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MichaelaS

I appreciate the initial steps you've taken, @ali820. I'm here to provide an additional troubleshooting guide to rectify the file attachment in QuickBooks Online (QBO).

Since you have already tried other steps and are still experiencing the same issue, I recommend performing basic troubleshooting to determine if it's a browser-related problem. Sometimes, a browser may be filled with frequently visited pages, leading to certain unexpected behaviors. To address this, open your QBO account in an incognito window to ensure the program runs without storing cache files. You may use these keyboard shortcuts:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

If this works, clear your cache and cookies to update any website preferences that might interfere with the program's functionality. If not, you can switch to a different supported browser that is compatible.

You may also want to refer to this article to help you identify the supported file types and learn how to attach a document using these supported files: Add or Delete attachments in QBO.

Also, I'll add this article to assist you in avoiding any special characters in your company name or the names of list items: Acceptable characters in QBO.

Please let us know if you have questions about file attachments. I'm here to help. Take care.

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STURK

I am still having the attachment problem. Initially, the expense show a "0" in the attachment column. I do the same thing: save the transaction, open it, edit and add the attachment, then save and close. Seems like a pretty simple for QB to fix, but not much of a priority for them as we have figured a work-a-round. Although time consuming and frustrating for us. Matt

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Roland12Author

Same here. Thanks for the report.

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CG71

Yes, this ongoing problem exists for me (probably since March as well) and every time I get frustrated I send them another "feedback" message about the problem. The more feedback they get for an issue the faster it gets moved up to the top for resolution I was told. Squeaky wheel...

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Roland12Author

I have retired from my bookkeeping position, but still have access to our organization's QBO file. I tried attaching a PDF in the register this morning without going to "Edit," and it appears to be working properly again. Has anyone else seen this? Thanks.

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Erika_K

I value the efforts you have made to inform us about this matter and for consistently assisting other participants in this discussion, Roland12. Allow me to provide you with the latest information regarding this situation.

After checking, the investigation about the inability to add or save attachments in the Bank Register with an associated number INV-101192 has been closed. You'll now be able to attach PDF file format within the register. You may refer to the images below:

Furthermore, you can visit this article to learn more about the different file types and transactions that support attachments in QuickBooks Online (QBO): Add or delete attachments in QuickBooks Online.

I remain prepared to support you if you have any additional inquiries regarding uploading files or documents into QBO, Roland12. I'll be available to offer guidance and walk you through the process step-by-step. Wishing you all the best for the remainder of the week! Stay safe and take care always!

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fcamara

Hello:

Please use the incognito browser on your chrome or better yet clear your cashe and cookies. This has worked for a customer I support. If the issue persists, contact support.

Please refer to this resource link for the file types supported.

Add or delete attachments in QuickBooks Online

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