I can no longer add PDFs to items in the downloaded transactions

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FatDash
FatDash Member ✭✭

My version of Quicken Home Business & Rental Property: R50.14 Build: 27.1.50.14. Windows 10 Enterprise.

How I would do things is:

1 - Download transactions
2 - Click on the transaction so it appears in the register.
3 - Click on the paperclip and select the receipt pdf for that transaction.
4 - Click DONE on the popup screen.
5 - Click SAVE on the register entry.

NOW, ever since Quicken changed the attachment part of the software, when I get to step 4 and click on DONE the line clears on the register and it is as though I never selected the transaction. The only way I have found to get around this is:

1 - Download transactions
2 - Click on the transaction so it appears in the register.
3 - Click SAVE on the register entry.
4 - Find the register entry. This can take some time when I have a lot of entries.
5 - Click on the paperclip and select the receipt pdf for that transaction.
6 - Click DONE on the popup screen.
7 - Click SAVE on the register entry.

Please I need this fixed!

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @FatDash,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    To start with, I suggest that you please try validating and/or super validating your data file. However, I do recommend that you first save a backup file prior to performing these steps.

    Validate

    1. File
    2. Validate and Repair File...
    3. Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.

    If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

    Super Validate:

    1. File
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Super Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.


    I hope this helps!

    -Quicken Jasmine

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  • FatDash
    FatDash Member ✭✭
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    I have done all of the above. This is quite serious as I use Quicken for business and MUST have the receipts attached to the transactions.

    I is now to the point that I can't print to pdf and even view in the file explorer inside Quicken when I attempt to attach the PDF. It seme like with every version of Quicken it gets worse. What am I paying for?

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Options

    Hello @FatDash,

    Thank you for providing more information.

    We recommend reaching out to Quicken Support directly for further assistance as they can utilize functions such as screen share.

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I do apologize that we could not be of more assistance.

    -Quicken Jasmine

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This discussion has been closed.