Downloading QBO Attachments in a Batch

by Laura
(Western Canada)

While reading and participating in various online bookkeeping groups, I noticed the question is arising as to how you can download all the attachments in QuickBooks Online (QBO) in one batch.


The COVID19 pandemic means ... unfortunately ... there are businesses having to closing permanently. Some businesses upload their receipts directly to QBO and ... I'm guessing here ... did not retain a copy of the uploaded receipts. ( I recommend you always keep a copy of all your receipts whether paper or in pdf format somewhere else than just QBO. For pdf copies, LedgerDocs document management software for bookkeeping is an affordable solution ... or store them on your own computer.)

You can always download an attachment for a single entry by opening the bookkeeping entry, clicking on the attachment, then clicking on the download button. But this is not feasible when you need to grab a copy of ALL your receipts in QBO so you can close your QBO account down to avoid paying the monthly fee ... even if your account is inactive. Personally I wish QBO would offer an optional affordable annual fee to maintain an "inactive" company file for seven years.

The question of downloading QBO attachments in bulk intrigued me so I started searching Google. Here is what I found from the QuickBooks Learning Community:

James explained "the steps in exporting the attachments. Here's how to do
it:"

- Click the Gear icon in the upper-right corner and select Attachments.
- Mark the attachments you want to export.
- Click the Batch actions button and select Export.
- Extract the downloaded zip file to your computer."


Addie added:

"If you'd like to filter the attachments by transaction type for download, click the column that says Type above the list of attachments. Then, check the boxes next to the type of transactions you'd like to export. Then follow the instructions above to export them.

Whether these files go to the same folder or one single folder may depend on your computer and settings. If they come through individually, I recommend creating a 'parent' folder to store them all in the same location for your convenience."


I hope this helps out others having this problem ... and I'm very sorry these unusual times meant you have lost your business.

You can find the entire post here:

https://quickbooks.intuit.com/learn-support/en-ca/other-questions/exporting-all-attachments/00/277445

You can find out more about LedgerDocs here:

https://www.bookkeeping-essentials.com/ledgerdocs-workflow.html




QuickBooks® is a registered trademark of Intuit Inc. All rights reserved. I am not an agent or representative of Intuit and I do not receive any commissions for recommending their service. Intuit makes no claims on behalf of me or my business as to the quality of the products or services I offer.

I also do not receive any affiliate commissions from LedgerDocs for recommending their service.

Click here to post comments

Join in and write your own page! It's easy to do. How? Simply click here to return to Learning QuickBooks.

Enjoy A Tea Break With
Me Today. Let's Chat!

Use the search feature to quickly find the
information you're looking for.




 Keep Your  eDocuments Safe And Secure… $7 USD
Version 2 now out
Bigger and Better



SHORTEN
Your Learning Curve!



Warm up your tea cup and check out these chats ...

Click on image above to read the chat.






Purchasing These Products Through My Links Helps To Support This Site

Click on image above for my review.






Join Me On Facebook

Help support this site by "liking" me! Here's where I post current information.

Listed Under Websites NOT Local Business.
This website is not associated with the business operating in Bonnyville AB.






A Handy Reference