Drag and drop attachments into the transaction list
released
E
Eric Foster
released
This has been released! https://quickbooks.canny.io/changelog/drag-and-drop-attachments-into-the-bank-feed
C
Collin Socha
Hey Molly Pellegrino! This great feedback, thank you for pointing this out. Definitely something we can automate to attach the image from the requests to the actual transaction. Will get to this!
M
Molly Pellegrino
Would this include dragging and dropping an image a client has attached from the new request tool? In our testing thus far, when request recipient attaches a document to the request, it doesn't automatically attach it to the transaction once the request has been accepted and closed out and transaction has been booked. Instead, it stays in the categorized transactions area of the banking screen. It seems the only option is to save as, then attach. It would be great if the new drag and drop feature worked here as well. Even better would be to automate it.
Joseph Lasee
planned