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User277
Sep 16, 2020 11:57 PM UTC
Solved

Quickbooks Desktop 2020 attatchment drag drop no longer working

Can't attach any pdf or jpg by drag and drop... using the latest version of desktop 2020. I get a circle with a bar thru it when I try to drag a pdf into the attachment area. Any ideas?

    GlinetteCAnswer
    Aug 22, 2022 6:05 PM UTC

    How do you know if your system is running QB as an administrator?  I am able to drag and drop attachements when logged in but I have an employee that cannot.  I am wondering what settings to change. 

     


    I'll show you how to run QuickBooks as an administrator, 

    AdvAir.

     

    QuickBooks needs access to various files and folders to run properly. And if it does not have the proper permissions to access or update those files, you can correct this by launching QuickBooks to Run as Administrator. Here's how:

     

    1. Close QuickBooks Desktop.
    2. Right-click the QuickBooks Desktop icon, then select Properties.
    3. Under the Compatibility tab, choose Run this program as administrator.
    4. Hit on Apply, then OK.

     

    You can also check to set up a folder and Windows access permissions to share company files to learn more about setting permissions in QuickBooks Desktop.

     

    Come back to the Community anytime if you have other QuickBooks concerns in the future.

    View in thread

    21 replies

    Kristine Mae
    Kristine Mae
    Sep 17, 2020 1:03 AM UTC

    I've checked our records and haven't seen any open investigation similar to yours, User277.

     

    The unexpected behavior might be caused by a corrupted file. Let's run the Verify/Rebuild utility to detect the data damage. Here's how:

    1. Click File.
    2. Go to Utilities, then choose Verify Data.
    3. If QuickBooks detected no problems, there's no further action needed. If you receive a message, "Your data has lost integrity," the file is damaged. Just continue to Rebuild Data to correct the problem.
    4. When you Rebuild Data, you'll receive a message to back up your company file, just click OK. The utility starts as soon as the back up is finished.
    5. Click OK when you get the message "Rebuild has completed."
    6. Run Verify Data again to check for remaining data damage.

    Once done, try to attach the document again. If you're still unable to attach anything, use the QuickBooks File Doctor to fix your company file.

     

    I'll also share the QuickBooks Document Center: FAQs and common issues to better guide you.

     

    Feel free to get back to this thread after trying the recommended steps. We're just around to help you.

    User277Author
    Sep 17, 2020 2:38 AM UTC

    Tried the verify data it said QuickBooks detected no problems with your data.  Any other ideas? It recently happend less 10 days ago so some update to QuickBooks, windows 10, RoboForm or Malwarebytes possibly?

    JessT
    JessT
    Sep 17, 2020 4:10 AM UTC

    Thank you for following my colleague's instruction, User277. Let's check this further.

     

    Based on the article shared by Kristine about troubleshooting attachments, there is a section that will guide you to replace the attachment folder within your QuickBooks Company file. We'll follow those steps to start with a new folder with fresh components. I pasted them below.

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

    If you still can't attach anything, please message our Support team. That way, they can start a screen-sharing session to check this further. Check out their schedule as well.

     

    I'm just around if you have more questions about attaching files.

    hi its me again
    Jul 19, 2021 6:30 PM UTC

    First of all - so glad we did the 2 step authentication for this forum. Don't want random trolls on here. I just installed 2021 premiere contractors - and the first thing I did in the software was enter a credit card transaction and try to attach a receipt PDF. Out of the gate not working. Whats the story for the 2021 version?

    Rasa-LilaM
    Jul 19, 2021 8:05 PM UTC

    Hi there, hi its me again.


    This isn’t the kind of experience I want for you when using QuickBooks Premiere. I’m here to make sure you can attach a receipt to your credit card transaction.


    Let’s download the latest maintenance release for your QuickBooks. This will help ensure the proper performance and functionality of the program.

     

    1. Open the company file you’re working on.
    2. Navigate to the Help menu at the top bar and choose Update QuickBooks.
    3. In the Update QuickBooks Desktop window, select the Update Now tab.
    4. Tick the Reset Update box to remove previously downloaded releases.
    5. Hit Get Updates and click OK to continue.

     

    Once done, close and reopen your QuickBooks to kick off the installation.


    You can read through this guide for additional information. It includes steps to do the automatic update and manual update: Update QuickBooks Desktop to the latest release.


    Next, go to the credit card transaction you previously entered and attach a receipt. If you get the same result, repair the attached document links to start on a clean slate. For detailed instructions, I recommend following the solution shared by @JessT.


    Additionally, this article contains answers to common questions about the QuickBooks Doc Center. From there, you’ll see the links on how to resolve attachment related-concerns: FAQs and common issues.


    Don’t hesitate to leave a comment if you have any clarifications or other QuickBooks concerns. I’m more than happy to answer them for you. Have a great day ahead. 

    kate111
    Jan 28, 2022 5:06 PM UTC

    Did anyone ever figure out how to resolve this issue?  I just updated from 2021 to 2022 - Enterprise Solutions MFG and Wholesale desktop.  I run/host on a machine in our server room, and run the program on my laptop via VPN.  After the update, I can only attach files by navigating to them via file explorer - I can't drag an attachment from my desktop or email to the attachment window.  What is most strange about that is if I log in to the host machine, drag and drop does work.  Makes me feel like it's a local setting/issue.  

     

    I'm fully up to date on the software, and I log on using the same credentials on both the host machine and my remote laptop.  Any ideas?

    Adrian_A
    Adrian_A
    Jan 28, 2022 6:38 PM UTC

    I appreciate you for running some troubleshooting steps to resolve this issue, kate111.

     

    Since the same thing happens, I'd recommend reaching out to our Phone Support team so we can investigate why you're unable to drag or email attachments from your desktop.

     

    You can reach out to them through the Help menu and select QuickBooks Desktop Help.

     

    In addition, feel free to visit our Help Articles page for some references in managing the Doc Center.

     

    Keep me posted if there's anything that I can help with. I want to ensure that this gets resolved.

    Itooth
    Sep 16, 2022 9:09 PM UTC

    I have had the same problem since update of QB. 
    have been in contact with customer support multiple times with no resolution. 

    katherinejoyceO
    katherinejoyceO
    Sep 19, 2022 8:21 PM UTC

    Thanks for sharing your experience in this thread, @Itooth. This isn't what we want you to go through.

     

    Upon reviewing the case, our customer team already reached out to our Tier 2 team. They have stated they've reached out and followed up via email and are being helped with Tier 2 agent Rhea. If that has changed, please let us know. 

     

    Looking forward to hearing again from you. We're always here to listen and help in any way we can. 

    Ray the CPA
    Apr 2, 2023 8:11 PM UTC

    Used to work fine clicking anywhere in the header bar to drag/drop.  Now must precisely click on the first letter of the name of the window before drag/drop.

    Ray the CPA
    Apr 2, 2023 8:26 PM UTC

    Try clicking on the white first letter of the window name in the middle of the blue window headerbar.

    Worked for me as last resort remembering this is how it was done when the mouse came out in the 80's.

    QB may either be nostalgic, or clueless on how to protect mouse functionality in Windows Server OS.

    Still have a bear of a time resizing columns in transaction reports.  Practically impossible in some cases.

    Revup67
    May 27, 2024 6:44 PM UTC

    Windows Solution:  I had this happen today, after trying the solutions below and elsewhere, nothing sufficed. I closed Quickbooks Pro as Normal.  I then did a CTRL+ALT+Delete,  chose Task Manager 'or' in the Search Bar within Windows (not in a web browser), typed exactly  "open Task", choose Task Manager (system).  Task Manager opens.  Under the Processes Tab, I searched for any processes starting with "QB..", single clicked each one and chose to "End Task".  There were 3, one was QBUpdate as an example.   I reopened Quickbooks as normal and was then able to attach Emails again.

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