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Question

QuickBooks Online file attachment limitation

  • February 23, 2026
  • 3 replies
  • 12 views
C

We’ve built Zapier automations to record bills, deposits, expenses and journal entries from emails or Sharepoint into QuickBooks Online.  Last year, QBO added the ability to attach files for a few transactions, but for some reason excluded many more.  The list only includes: items, journal entries, bills and invoices. That’s it.  I don’t understand why this is limited to those transactions.  It seems to me the same attachment option should exists for other high-volume transactions - specifically: checks, expenses and deposits.

I have no idea how to get this in front of the right people, so any help anyone can provide on pushing this as an app “upgrade/improvement” would be most appreciated.  

Thanks,

Chuck

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 23, 2026

Hi ​@Chuck Underwood 

Most Zap apps are created and managed by the app developer (not Zapier) using the Zapier Developer Platform.

For bigger and more critical app integrations, Zapier usually owns those. (e.g. QBO)

You can try opening a ticket with Zapier Support to ask questions or submit a feature request to be logged for consideration: https://zapier.com/app/get-help

 

Sometimes workarounds involving advanced approaches are needed, such as using app webhook events or API endpoints.

e.g. Action: QBO - API Request

https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action

e.g. Custom Action: QBO

https://help.zapier.com/hc/en-us/articles/16276574838925-Custom-Actions-in-Zapier

 

Info from QBO about attachments

https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/attachments-quickbooks-online/L8XvMBCgd_US_en_US?uid=mlzotr38

https://developer.intuit.com/app/developer/qbo/docs/workflows/attach-images-and-notes#attaching-a-file-to-an-object

 

It may be that the QBO API does not support certain transaction types, even though the UI does support it.

Only way to know for sure is to configure and test.

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
    C

    Thanks for the help! Much appreciated!

    Sparsh from Automation Jinn
    Forum|alt.badge.img+6

    Hey ​@Chuck Underwood,

    This may be a limitation of Quicbooks Zapier integration as it may not be updated for the latest functionality.

    There is a workaround by querying the API directly using API request action. Here is the API documentation about it here- https://developer.intuit.com/app/developer/qbo/docs/workflows/attach-images-and-notes You have to call this particular endpoint- /v3/company/<realmId>/attachable.

    Here is an article about API request in Zapier- https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action.

    I can understand that it’s a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

    PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

    https://zapier.com/partnerdirectory/automation-jinn | Zapier Silver Solution Partner| Automationjinn.com
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