Mark_R
Moderator

Banking

Thank you for sharing your QuickBooks experience here in the Community, @shs_treasurer.

 

We haven't received any reported issues about opening a saved PDF file that is attached to a transaction. Let's run some troubleshooting steps to get this resolved.

 

It's possible that the Safari browser you're using had a data issue. There are times the browser stores frequently accessed data, thus causing QuickBooks to act weirdly. 

 

To verify, let's log in to your QuickBooks Online (QBO) account using a private browser by pressing Command Option on your keyboard. Once logged in, go back and open a saved PDF file that is attached to a transaction again to double-check.

 

If this works, they need to clear the browser's cache so the system can start fresh. If they get the same result while using a private browser, I recommend switching to a different one.

 

Come back to this post and let me know how it goes, @shs_treasurer. I want to make sure this issue is taken care of.

 

You may also want to run and customize reports in QuickBooks. This will help you view useful information about your sales and purchase transactions.

 

Wishing you all the best!