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May 19, 2021
Solved

down load attachments

  • May 19, 2021
  • 1 reply
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In QBO we use the file attachment facility for all Bills and Expenses - excellent.

We want to be able to review the invoices of say our Courier Invoices (we put these on as a single line as they are made up for 4/5 pages of individual transactions)

How do I download all the attachments for the Courier Supplier in one go....

 

Best answer by MadelynC

@Ryan_M 

Thank you for your detailed response, but that is still not what I am asking.

 

Let's say my supplier is Amazon, and I have 50 invoices  each month posted against the supplier.  I want so

1) search for Amazon supplier attachments

2) filter on a set date, say July 

3) export all their attachments for that selection

 

What you have suggested means I have to trawl through page after page of all the bills and expenses and other attachments  looking for what I need.

 

This is all basic end user requirements in a system like this.  Nothing scary or clever. 


I’m here to share some information about downloading attachments, @ShopAdmin.

 

The ability to search and filter on the Attachments page is currently unavailable. I can see how this feature could help your navigation easier.

 

You may consider selecting the Amazon supplier attachments for a specific period manually then export them at once in QuickBooks Online. You can refer to my colleague @Ryan_M instructions to download.

 

If you need more tips and information on how to manage your account and business finances. We have available resources, webinars, and training videos on the support page. This helps you understand our product features, functions, and benefits of QuickBooks.

 

Drop a comment below if you have other concerns or questions with attachments. We’re always here to help. Take care!

1 reply

May 19, 2021

Hello ShopAdmin, 

 

Welcome to the Community page, 

 

You can download and add them as attachment section in Quickbooks so if you go to the main cog wheel> under lists click on attachments and you can add them in there. 

ShopAdminAuthor
May 19, 2021

@Ashleigh1 

Did you read my question......

 

I want to download "en-mass" all the attachments in one go for a supplier for a set period

 

I know how to upload them

May 19, 2021

Hi @ShopAdmin,

 

Thank you for the prompt reply. 

 

Here are the steps you need to take for you to download several attachments at a time in QuickBooks Online (QBO):

  1. Go to the Gear icon.
  2. Select All lists.
  3. Click Attachments.
  4. Place a check on the box of all attachments you want to download.
  5. Tap the Batch actions drop-down menu.
  6. Choose Export.

This action will download a ZIP file that contains the attachments you selected. If you chose to export all the attachments, they'll be divided into four different folders. These are Unattached documentsBill Payment (Cheque)Expense, and Invoice. Furthermore, these four folders will have sub-folders that classify where you attached them. 

 

In case you need to download anything else from your QBO company, see this article for a complete list of what you can export: Export reports, lists, and other data from QuickBooks Online. It includes the steps on how you can download the reports and lists.

 

Tag me in a comment below if you have additional queries about the data export process in QBO. I'll be around to help you out.