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twalker
May 23, 2019
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Can I filter the attachments particularly non-linked attachments? I want to ensure all attachments have been linked.

  • May 23, 2019
  • 2 replies
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Original commenter did not share additional details
    Best answer by avdpro

    That video is really good and very helpful.  Thank you.

     

    I realized that I could be more specific with my question.   I will reference the video you've shared.   About 3/4 of the way through he has an expense open and clicks the "Show Existing" button which then shows the "unlinked" images in a side pane.   It's at this point I am wondering If there could be a sort ability....   I have sent a comment to the Gear/Feedback option.

     

    Since I last posted this comment, I have removed all of my un-linked images from the gear/attachments area.  And manually re-uploaded any attachment I needed. 

     

    I often assist clients with ensuring all their expenses have an attachment.  I achieve this by uploading mass images that have been previously named using a systematic method, therefore sorting would help me with this task.

     

    I appreciate your assistance


    Interesting.  Having more filtering options in that panel would be very helpful.

    2 replies

    AddieC
    AddieC
    May 23, 2019

    Hello,

     

    Keeping all your ducks in a row is what QuickBooks Online is designed for. It's great that you'd like to double-check and make sure your attachments are linked to your transactions. 

     

    You can upload an attachment in QuickBooks Online by doing so within the transaction itself. You can also add attachments in the customer information by clicking Edit > Attachments from the customer list. Similarly, uploading an attachment can also be done for suppliers. Uploading an attachment in QuickBooks Online will automatically store that attachment, or link it, to whatever it's been added to. This means that all your attachments will be stored where they were uploaded for easy bookkeeping. 

     

    For more information regarding attachments in QuickBooks Online, take a look at this helpful community article: Attachments in QuickBooks Online. 

     

    Let me know if you have any other questions. 

    Cheers!

    T
    twalkerAuthor
    May 23, 2019

    Thank you for your reply, although it doesn't quite address filtering the non-linked attachments.  

     

    I am finding there are times when an item like an expense has been incorrectly added twice and when the duplicate is deleted the attachment is now not linked.  I would like to clean up these "not linked" attachments as they cause confusion.   I have also been testing apps like Hubdocs and Receipt Bank and during the testing duplicate items have been uploaded and created.  I have a large inventory of attachments and it would be nice to filter through as I can with file name and upload date in the attachments area.

     

    If this is not yet available I can connect with the support desk and request the change is added to a future update.

      AddieC
      AddieC
      May 23, 2019

      I see what you're saying. I want to make sure I explain the attachment function fully. 

      When you create an expense, for instance, and you add an attachment to this expense, it will only be attached to this single transaction. If a duplicate expense is created by mistake, the attachment won't be added a second time automatically. It sounds like you're deleting the duplicate copy that had the attachment linked to it, which would mean the attachment isn't linked to the remaining transaction. Wherever you upload the attachment, that's where it will stay. There's no feature in QuickBooks Online that allows you to see all your attachments without the transaction, nor is there a feature to let you 'sort' through your transactions this way. 

       

      I can appreciate that in your case this may be helpful, so I'd be happy to pass along this feedback to our software development team. We appreciate all customer feedback and suggestions. 

      If you have any other questions about the attachments feature, please let me know. 

      Have a great day! 

      W
      WR9455
      February 7, 2020

      This would be really helpful if it was possible to search for transactions that don't yet have an attachment. Rather than having to manually go in to each one and check. 

        AddieC
        AddieC
        February 7, 2020

        Thanks for the suggestion WR9455! I think that would make an awesome addition to the product as well. I'd suggest submitting feedback about this by clicking the Gear icon > Feedback. 

        I've passed it on to my team in the meantime. We're always striving to do better, and create new tools to help you run your business!
         

        Cheers.

        A
        avdpro
        March 26, 2020

        Does this not achieve that?

         

        https://quickbooks.intuit.com/learn-support/getting-started-with-qboa/how-to-easily-track-transactions-with-missing-attachments/gpm-p/273912

         

        Filter all expenses that have been added and sort by having vs not having attachments.

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