Hi,
I generally run a quick report by class and it works fine for me but, I was wondering if it is possible to run a report by class and include the individual transaction attachments in the report?
Best Regards,
Noel
Thank you for reaching out your concerns on the Community forum. I understand the convenience of having a report by class that includes attachments. However, this option is currently unavailable. Although it may not be possible, I am here to provide some information as an alternative solution.
While every transaction in QuickBooks Online (QBO) can have attachments associated with it, the program's reports are optimized only to provide a summary of the entries and other details. As a result, to access the documents, you must open each entry record individually. In spite of this process can be time-consuming, it is necessary to view all the relevant information connected with each transaction.
You can go through these articles to access pieces of information relevant to your needs:
With that, you should be able to check the attachments. If you have further questions about reports or other issues relating to your work around QBO, I'm just one call away to help you. Have a nice day ahead!
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