Bulk printing or saving of all attachments from multiple transactions (Q Mac)

tcerveris
tcerveris Member
edited June 2020 in Reports (Mac)
Say I'm getting audited, and I need to produce receipts for certain categories of expenses. I've scanned and saved receipts for each expense and attached them to each individual expense.
Do I need to print them out individually? Or is there a way I can bulk ALL the attachments from a particular category, to save or print all together at once?
Tagged:
11
11 votes

New · Last Updated

Comments

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    There are no features in Quicken Mac related to attachments beyond allowing you to create them. So yes, you'd need to open them one at a time and print them. 
    Quicken Mac Subscription • Quicken user since 1993
  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @tcerveris,

    Thank you for bringing this to the attention of the Community!

    I went ahead and turned this discussion into an Idea thread so that other users are able to vote on it.

    Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:

    Our developer's review Idea threads to get an idea of what people would like Quicken to offer.

    Thank you,

    Quicken Natalie

     
  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited June 2020
    For Quicken for Windows users, a similar Idea / suggestion is posted here:


  • I also think this would be very useful. I'm trying to get away from using something like Neat Receipts. Neat software does this currently, but it's another subscription. It would be nice to have everything is the same place
  • Andrew1075
    Andrew1075 Member
    Yep, it's kinda pointless to add a feature to store all of your receipts, but then not provide a way to get them back out when needed. I have the same concern and won't waste my time inputting receipts if I can't get to them later. It's also probably why this get so few upvotes as no one uses this feature as a result.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited June 2021
    Yep, it's kinda pointless to add a feature to store all of your receipts, but then not provide a way to get them back out when needed.
    Just to be clear, you can access the stored attachments, but it requires going to each transaction and accessing it from there. So, as noted in the original post in this thread, there's no way to do it in bulk.

    Because Quicken allows a wide range of file types to be attached, it leaves the the viewing of attachments to macOS and various other applications (from Preview or Acrobat, to Excel or Numbers, to Word or Pages or TextEdit, etc.). As a result, there's no easy way to bulk print the files, because each requires launching a different external application and using it to print -- something Quicken can't do. There could, however, be a feature added for a bulk export of transactions from selected transactions, which would be helpful to users who store attachments in Quicken. 

    Those who store digital receipts might consider doing so outside of Quicken. This has one inherent advantage of making your receipts not tied to Quicken, should you in the future decide not to continue using Quicken, or should your data file (and its backups) become inaccessible. Another advantage, if you have a lot of receipts, is that they don't need to be included in every backup of your Quicken data file.

    It's relatively easy to set up: in your Documents folder or on your desktop, create a Receipts folder with multiple subfolders organized by either Payee name or date range (e.g. years, or months). Dropping receipts into folders takes no longer than attaching them in Quicken. However, to make receipts accessible in the future, you need to take a moment to give each attachment a usable name, like "Home Depot 2021-06-25" rather than "IMG 12345". Additionally, if you anticipate a future need to print receipts in bulk, you might want to take time to convert/store all receipts in the same format, such as .png or .jpg or .pdf, which will make it easy in the future to select a number of files and print them with one command.
    Quicken Mac Subscription • Quicken user since 1993
  • I would love this feature. Some sort of “Attachment Manager” where attachments can be exported or deleted in bulk would be a welcome addition. I like the idea of Quicken being a one-stop-shop for my personal finances, and this would make the attachment capabilities of Quicken much more robust. I understand there are other products and methods for storing important receipts (folder structures in Finder, etc.), but the ideal place for me to store a receipt is right alongside the actual transaction in Quicken that corresponds to the receipt. 
  • StevenCNC
    StevenCNC Member
    Quickbooks allows batch downloading of attached receipt images. Just saying...