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A
Accountant_in_trouble
August 1, 2024
Question

Is there a report to show which transactions have an attachment?

  • August 1, 2024
  • 1 reply
  • 0 views

Hello,

 

I need a report to show me which transactions have attachments and which do not. I am familiar with a report under Expenses-->Expenses (as explained here), but this does not work for me. This report does not include account number and counter account. For me, this is really hard to filter all the transactions that should have attachments (according to our internal policy).

For example, we want to get all transactions with a certain credit card (posted on a separate account) and to see which do not have attachments. This is impossible with this report, and to get what we want, we need to cross reference a few reports which is really not usefull.

 

1 reply

M
Mark_AG
August 1, 2024

Hello there.

 

I understand how important it is to have the ability to efficiently track which transactions have attachments and which do not, especially to comply with your internal policies.

 

While QuickBooks Online currently doesn’t have a built-in report that combines all your requirements (attachments status and account details), I have a workaround you can use to manage this effectively.

 

You can export your data to Excel to manually create a more customized report of your preferred data. Here's how:

 

  1. Go to the Expenses page on the left menu.
  2. Click the Gear icon on the expenses list and enable the Attachments and Method.
  3. Hit the Export to Excel button.

 

While this option isn't currently available, I also recommend sending feedback directly to our product engineers. Your suggestions are greatly appreciated to help us improve our services to everyone.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

Additionally, you can also consider customizing and memorizing your reports so you can access them easily in the future.

 

I'll be more than happy to assist you with any additional concerns you may have besides running an expense list report in QuickBooks Online. Feel free to leave a comment below.

A
Accountant_in_troubleAuthor
August 2, 2024

Thank you for your reply. It is not a solution that I wanted, but I hope product engineers can come up with something in the next version.

 

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