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March 11, 2024
Question

Can anyone still attach files such as receipts from the bank register?

  • March 11, 2024
  • 1 reply
  • 0 views
It works fine if I open the expense transaction and attach, but it used to work right from the register without opening the expenditure.

1 reply

March 11, 2024

I understand that efficiently managing bank transactions is crucial, and I appreciate your efforts in finding ways to make it work, @UTA-missionindy. Thank you for bringing this to our attention.

 

I'm here to assist you and ensure that this matter is addressed promptly.

 

To begin, could you please let me know if you are encountering any specific error while attempting to attach a file from the bank transaction register page? Any details you provide will be helpful in identifying the root cause of the issue.

 

As of now, we haven't received any reports of being unable to attach a file from the bank transaction register page.

 

If you are running your company file in Accountant view, you should be able to attach a file from the Bank transaction page. Here's how you can check to ensure that you're in Accountant view:

 

  1. Go to Settings.
  2. Select to Switch to Accountant view.

 

In the meantime, when QuickBooks exhibits unusual behavior, it may be due to browser-related issues. Use basic troubleshooting procedures to resolve the problem.

 

Log in to QuickBooks Online and using a private browsing window. The keyboard shortcuts are as follows:

 

  • Safari: Command + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Sh

 

If the method mentioned earlier works well, you may switch back to your usual browser and then proceed to clear your browsing history. Furthermore, we suggest you try using another supported browser, as the current version of QuickBooks you're using might be experiencing a temporary malfunction.

 

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

 

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 be monitoring this conversation closely and I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I will respond promptly once I have the additional information.