If you have ever tried to attach an Excel file from your desktop to a transaction in QuickBooks, then you know what an endearing struggle it can be. Sometimes the files just don’t seem to want to play nice with the other program. After getting a file successfully attached, sometimes users see an unrecoverable error such as “The attachment is missing or has been removed”. If this sounds familiar, then stay tuned. It may seem like a small thing, but attachments are pretty important – especially if you do any kind of commercial activities with your accounting software. Think about every time you had to email someone a financial statement or bill them for services rendered—there’s no way around them unless you want to make copies of all those documents, which is not always practical or possible.
What is an attachment in QuickBooks?
QuickBooks is a popular software for accounting professionals, entrepreneurs, small business owners, and anyone else that needs to keep track of their business finances. When you open QuickBooks on your computer, it shows you a list of transactions that have taken place in your business. These transactions can be either a transaction recorded on your bank account or credit card account, a check you wrote out to a customer, or a cash expense or receipt. When creating a new account in QuickBooks, you can choose to include a file as an attachment. An attachment can be an Excel file, a text file, or another type of file you can create in Excel. You can then add the attached file to one of your current transactions to create an invoice, credit or debit memo, or to a pending transaction.
How to attach a file from desktop to a transaction in QuickBooks
To add an attachment from your computer to a transaction in QuickBooks, first create a new transaction in QuickBooks. Next, from the drop down menu on the New button, choose New from File. From the “Choose a different item or file” window, navigate to the drive that contains your attachment file and select it. Next, you’ll be given two options when you click the “Add” button. – Add a screenshot and add an attachment: Select this option if you’d like to take a screenshot and add the attached file as an attachment to your account. – Add a screenshot and don’t add an attachment: Select this option if you’d like to add the attached file to your account, but don’t want to take a screenshot during the process.
Why does attaching files from desktop cause an error in QuickBooks?
When you open QuickBooks on your computer, it looks through your files and folders for any files that have an extension of .qbw. When it finds these files, it automatically opens them to create a new transaction in your business account. As you can imagine, there’s no need for it to open the .qbw file type. So why does QuickBooks choose to open these files? It’s probably because you created them on your computer, or because they have a file type that QuickBooks recognizes. For example, QuickBooks also sees .qbw files as a screenshot or signature file, so if you have a file with a signature that you’d like to add to your account, that’s a file that QuickBooks sees as a .qbw file.
How to Get Your File Attached in QuickBooks When It Doesn’t Want to Be
Now that we know why attaching files from the desktop causes an error in QuickBooks and the best way to attach a file from the desktop, let’s talk about how to get your file attached when it doesn’t want to be. If you open up your Accountant’s Assistant, you’ll see that your file is attached to a pending transaction. If you click on the number for this transaction, you’ll see the details for this file and the other transactions that are linked to this file. You can also click the “Attach” button to attach the file to this transaction immediately.
Whether you need to send a financial statement to a customer, create a custom invoice, or send an email with a file attached, attachments are a great way to ensure that your documents are safely sent through the ether. Make sure to check the file type that your program can handle and send them along safely. In this article, we learned about what an attachment is and how to attach a file from your desktop to a transaction in QuickBooks. We also covered why attaching files from the desktop causes an error in QuickBooks and how to get your file attached when it doesn’t want to be.