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A
ashley129
July 26, 2025
Question

Where did the option to add attachments from the bank transaction page go? Now you need to post it and then go find it to add??

  • July 26, 2025
  • 3 replies
  • 20 views
No text available

3 replies

K
KayePeQuickBooks Team
QuickBooks Team
July 26, 2025

You can add attachments to bank transactions by turning on the Files column option in the settings, @ashley129.


There's no need to post it before adding the attachments, as you can already add it in the Pending page. Let me show you how:
 

  1. Click Accounting in the left menu.
  2. Go to Bank Transactions and click the Settings icon.
  3. Check the box for Files, and the Add Attachment column will appear.

 

 

This thread will remain open for questions or clarifications on other QBO concerns. We're always here to help.

A
ashley129Author
July 30, 2025

Thank you for clarifying where it moved to. I appreciate it.

K
KimberlySModerator
Moderator
July 30, 2025

You're always welcome, Ashley. We also appreciate your taking the time to provide your positive feedback.
 
We're glad to hear that the information provided above helped you locate the options to add attachments to your bank transactions. Your insights are valuable to us. You can be confident that we'll remain committed to providing the highest level of support.
 
If anything else sparks your curiosity or you have other QuickBooks Online-related concerns, we'd be thrilled to hear from you again. Just let us know by dropping your thoughts below!

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