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December 11, 2018
Solved

Can't attach invoice scans to bills.

  • December 11, 2018
  • 4 replies
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I use Quickbooks Premier 2015 Windows desktop version. I have a few subsidiary companies loaded into QB and switch between them regularly. The "attach file" feature works for all the entities except one. It is just that one company that when I drag and drop the invoices into the attach image box, will not sit as attachment. 

Best answer by arkvalleyinfo

Hello spaudel, 

Let me help you get back on track. What we can do first is repair your Attached Document links.

Here’s how:

  1. In QuickBooks, open the company file.
  2. From the Company menu, select Documents.
  3. Select Repair Attached Document Links.
  4. Select Open Company File Folder.
    Note: This will display the folder in which the company files and the Attach folder is located.
  5. Open the Attach folder.
  6. Locate the folder with the same name as the company file.
    Note: This folder will contain all of the attached documents for the company file.

Let us know if this works when you get a chance to try it.
All the best to you!

4 replies

arkvalleyinfoAuthorAnswer
December 11, 2018

Hello spaudel, 

Let me help you get back on track. What we can do first is repair your Attached Document links.

Here’s how:

  1. In QuickBooks, open the company file.
  2. From the Company menu, select Documents.
  3. Select Repair Attached Document Links.
  4. Select Open Company File Folder.
    Note: This will display the folder in which the company files and the Attach folder is located.
  5. Open the Attach folder.
  6. Locate the folder with the same name as the company file.
    Note: This folder will contain all of the attached documents for the company file.

Let us know if this works when you get a chance to try it.
All the best to you!

February 7, 2019

I seem to be having this same problem. I'm using Quickbooks Pro 2018 on a PC. When I go to attach a PDF to anything in QB, after the file has been selected or dragged and dropped, nothing shows up. I don't see the file name, I don't get an error message... nothing. 

 

I've backed up my company data, rebuilt the data and then followed the steps listed in this response to no avail. What am I missing?

BettyJaneB
February 8, 2019

 

Hi there, @emifinley.

 

I appreciate you trying some steps to get this issue sorted out. Allow me to share some troubleshooting steps to get this sorted out.

 

If you're trying to attach documents from your Doc Center to your company file's transactions and nothing seems to be happening, perform the following steps:

  1. Browse to the location where your company file is stored.
    Default location: C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files
  2. Make a new Attach folder.
  3. Rename Attach folder by adding "_OLD" to it.
  4. Create a new folder and name it Attach.
  5. Copy the contents from the old folder.
  6. In the new Attach folder, create a folder that matches the name of the company file. Open the new folder.
  7. Create new sub-folders named Inbox and TXN.
  8. Copy and paste contents over to respective new folders from their old counterparts.
  9. From the QuickBooks Company menu, select Documents > Repair Attached Documents Links
  10. Select Repair Links.

For more details about this process, please visit this article: QuickBooks Attached Documents: FAQs and common issues.

 

However, if the issue persists after trying these steps I'd suggest giving our Technical Team a call. They have the necessary tools to work with you to find out what exactly may be causing this issue.

 

To do that:

  1. In your browser, navigate to https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose QuickBooks Desktop.
  3. Select the issue or topic.
  4. Click the Green Phone button to get the support number.

Keep me posted if there's anything else you need about this concern. I'm always here to help. Have a nice day!

December 11, 2018

looking for the procedure or steps to be able to scan in my accounts payable or invoices in stead od entering them each month. is there a way to scan them and then be able to create a bill payment

December 11, 2019

I am also having this problem

 

December 11, 2019

We are here to help get your documents attached into the bills, Janae.

 

Below is the recommended troubleshooting step from the first response. Please go ahead and follow it: 

  1. In QuickBooks, open the company file.
  2. From the Company menu, select Documents.
  3. Select Repair Attached Document Links.
  4. Select Open Company File Folder. Note: This will display the folder in which the company files and the Attach folder is located.
  5. Open the Attach folder.
  6. Locate the folder with the same name as the company file. 

Let's also make sure not to drag and drop the documents from other applications such as Gmail, Drop Box, etc as it don't work. More information about the QuickBooks Document Center is found in this link

 

Now, attach the document again. 

  1. Open the Bill.
  2. Click on Attach File.
  3. Select Computer.
  4. Choose the document and click on Open.
  5. Click on Done

You can view these documents in the Company menu. 

  1. Click on the Company menu.
  2. Select Documents.
  3. Select Doc Center

We are here if you have any comments on the steps above. 

 

 

January 27, 2020

I am having the same issue as well. I have created multiple different companies and it has never done this to me before. This is something to do with Quickbooks. I have tried every tactic QB has put out regarding the issue and it does not solve anything. It will not attach when dragging over the document. I do not understand why it is not working. 

 

If someone has had this solved please let me know! 

April 8, 2020

Workaround 

I check in on this issue from time to time to see if it is ever truly solved, but I see it never really has been. Well, I found a workaround. It fails during the Attach process. Basically, you have to attach or scan it twice. When you start to attach a document, instead of clicking on the scanner first, click on the doc center and select an unattached document that is listed there. It probably won't attach it. Next click on the Scanner option, complete your scan and viola, it attaches. If you don't have any unattached files in the doc center, you will need to scan something unnecessary twice to attach then detach it so you will have it in your list of unattached documents for future workaround use. I hope this helps some of you. I wish they would truly fix this annoying issue. When I upgraded to a newer version of QB, it worked properly for a while, then stopped again. 

July 8, 2020

A customer of ours was having this problem attaching files to bills. After our customer spent an hour or two on the phone with Intuit they created a separate "test" file that worked and said it was an issue with that file. However, they had no resolution. I took over the the issue and noticed that the name of the QB file had a trailing space at the end of the file name. From reading this thread I saw that QB just creates the folder for the attachments based on the file name. Windows 10 will not create a folder with a trailing space so there was never a folder that QB expected to be there. I renamed the file to remove the trailing space, deleted the folder under attach (we had no data in it, so back it up or rename it without the space if you do have data) and the problem was resolved.

 

Just something else to look at... Make sure that there aren't any characters being used in the QB file name that can't be created in the Windows 10 directory structure. Hope this helps someone looking at this issue.

 

Bob

arielMIS, Inc.

www.arielmis.com