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transaction attachments
Is there any way to tell if a transaction has an attachment without opening the transaction?
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Thanks for your time visiting us, @LP32.
Yes, there is a way you can view transactions with attachments without actually opening the entry. Here's how:
- Go to the Sales or Expenses menu.
- Choose All Sales or Expenses.
- Update the date through the Filter button.
- Click the gear icon and click Show More.
- Mark the Attachments box, then click the gear again to close the menu.
- A new column will be added indicated by the paper clip icon. It will show you the number of attachments assigned to that transaction. A blank means, no attachments are added.
For your reference with attachments and other program tutorials, see these links:
Post here again for other concerns. I'll be more than happy to help you with the features in QuickBooks, especially this attachments topic. All the best!
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Thank you. It looks so simple once we know. I will give this a try. Linda