Skip to main content
Electrician
Electrician
June 18, 2023
Question

Import attachments into QuickBooks Online

  • June 18, 2023
  • 3 replies
  • 0 views

I have been using QuickBooks desktop for Mac for over 10 years, currently I am using the 2020 version which is no longer supported.  From what I could tell it will cost many hundreds of dollars per year to continue using the desktop version.

From what I’ve been told in the past, if I switch to QuickBooks online there is no way to import my attachment library. I’m wondering if that has changed and if QuickBooks can now import the attachment library from the desktop version into QuickBooks online?

 

I have thousands of receipts and invoices attached to transactions over the last decade, if I get audited I need access to all of this.

    3 replies

    G
    GebelAlainaM
    June 18, 2023

    Thanks for reaching out to us about this matter, @Electrician, and I'll ensure it will be answered.

     

    Yes, you're right. The option to import my attachment library in QuickBooks Online (QBO) is still unavailable up until now. You'll need to do it manually, or you can utilize a third-party app that integrates with QBO and will allow you to upload attachments.

     

    Here's how:

     

    1. Go to QuickBooks Online App Store.
    2. If you don't know what specific app you're looking for, go to the search bar and type in the keyword or the transaction you're going to do for your business.
    3. Then click on the magnifying glass icon to search and browse for any suggested apps.

     

    If you want to learn more about the app, including contact details and support information, you can click on the app that provides services that are relevant to your business. Any questions about the integrated app in your Online account should be directed to the app's third-party provider.

     

    I've also added the following articles for future reference:

     

     

    Please keep me posted if you have any other QuickBooks-related concerns, especially with importing and exporting data. I'll be around. Have a great day ahead!

    Electrician
    ElectricianAuthor
    June 18, 2023

    I do have a question, why doesn’t QuickBooks import the attachments into QuickBooks online?  Why would I have to use third-party software?  I could only assume that the third-party software will not work properly and that is why QuickBooks is washing their hands of it.  

     

    What sense does it make for me to upgrade to QuickBooks online if I still have to pay for QuickBooks desktop for Mac in order to have access to all of my previous transactions and attachments?

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    June 18, 2023

    @Electrician 

    From what I’ve been told in the past, if I switch to QuickBooks online there is no way to import my attachment library.

     

    You can purchase a 3rd party service to convert data with attachments to QBO or other accounting apps.  

    Electrician
    ElectricianAuthor
    June 18, 2023

    Yet no one will recommend a third-party app because none of them work correctly.

     

    If any of them did, Intuit would purchase it. 

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    June 18, 2023

    If any of them did, Intuit would purchase it. 

     

    Correct. All migration tools don't support attachment data yet. We had to do it half manually to get it done.

     

    Zed Axis
    Zed Axis
    June 13, 2024

    Hi @Electrician 

     

    If you need to upload attachments into QuickBooks Online in batch from your desktop then can recommend that you have a look at an app called Zed Axis that you can find in the Intuit Marketplace, this could be the solution you are looking for.   

     

    You would need to have your data arranged as follows:

     

    File PathNoteEntity TypeDoc Number
    C:\Users\Public\Documents\MyAttachment1.pdfPicture of the red widgetInvoice1001
    C:\Users\Public\Documents\MyAttachment2.jpgPicture of the green widgetInvoice1002
    C:\Users\Public\Documents\MyAttachment3.docMy attachment 3Bill99889
    C:\Users\Public\Documents\MyAttachment4.jpgMy attachment 4Bill47479

     

     

    E
    exchequer1911
    August 27, 2024

    What if we need to move from one Quickbooks online account to another quicbooks online account?  Is there a way to get the attachements from one QBO account to another QBO account?

    G
    GebelAlainaM
    August 27, 2024

    We're unable to move the attachments from one QuickBooks Online (QBO) to another, @exchequer1911. However, I'll be providing a workaround that you can use below.

    In QBO, attachments can't be directly transferred from one QBO account to another. You'll need to manually download the attachments from one account and then upload them to the other account.

    Here's how:
     

    1. Go to the Gear icon.
    2. Select Attachments.
    3. Once the Attachments list opens, click the Drag/Drop files here or click the icon to upload.
    4. Choose the file you want to upload, then select Open.
       

    You can check out this article for further guidance in managing attachments: Add or delete attachments in QuickBooks Online.

    Moreover, you can also look and utilize a third-party app through the QuickBooks Online App Store that will allow you to upload attachments. If you want to learn more about the app, including contact details and support information, you can click on the app that provides services relevant to your business. Any questions about the integrated app in your Online account should be directed to the app's third-party provider.

    Furthermore, you can check out these materials in case you need to import and export data to your QBO account:
     

    Tag me in this thread if you have clarification in managing attachments or other QuickBooks-related queries. I'm always here to help.

    Terms & ConditionsAccessibility statement