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November 23, 2021
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Is there a way to see indication of attachment to vendor/transactions without opening the transaction or the edit vendor screen?

  • November 23, 2021
  • 1 reply
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Best answer by Angelyn_T

It's nice to have you here in the Community, @kroehner-yurconi.

 

Yes, there's an indication of attachments that are linked to your transactions or vendor names. You can identify it without opening your transaction or the vendor profile through the Attachments column. I'll guide you on how.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click on Expenses at the left pane, then go to the Expenses column to see your transactions.
  3. Mark the box beside Attachments from the Gear icon.
  4. From there, you'll be able to see the number of attachments added to your transactions.

 

Once done, add the same column for your vendor lists.

 

I'm adding this link to learn more about attachments: Attachments in QuickBooks Online.

 

On the other hand, here's how you can keep track of your expenses and other vendor entries in the future: Enter expenses, pay bills, write checks, and manage suppliers.

 

If you have any other questions about the attachments indications' to your transactions or vendor profiles, let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!

1 reply

Angelyn_T
Angelyn_TAnswer
November 23, 2021

It's nice to have you here in the Community, @kroehner-yurconi.

 

Yes, there's an indication of attachments that are linked to your transactions or vendor names. You can identify it without opening your transaction or the vendor profile through the Attachments column. I'll guide you on how.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click on Expenses at the left pane, then go to the Expenses column to see your transactions.
  3. Mark the box beside Attachments from the Gear icon.
  4. From there, you'll be able to see the number of attachments added to your transactions.

 

Once done, add the same column for your vendor lists.

 

I'm adding this link to learn more about attachments: Attachments in QuickBooks Online.

 

On the other hand, here's how you can keep track of your expenses and other vendor entries in the future: Enter expenses, pay bills, write checks, and manage suppliers.

 

If you have any other questions about the attachments indications' to your transactions or vendor profiles, let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!