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C
cowens-equabli-c
December 3, 2020
Question

Unable to attach Outlook Email as attachment in QB online

  • December 3, 2020
  • 1 reply
  • 3 views

Hi,

I am unable to attach any Outlook Email as attachment while booking a Bill in QB online.

I am on Plus plan.

This was working perfectly in Desktop version of QB.

Has any thing changed in QB online ? How to make it possible ?

1 reply

Jen_D
Jen_D
Level 8
December 3, 2020

Thanks for visiting the QuickBooks Community, @cowens-equabli-c,

 

When you attach files into vendor bills, make sure the file types is supported by QuickBooks. Attachments are limited to the following:

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

To attach your Outlook Email, open the bill and follow the steps below:

  1. On the bill, scroll down to the Attachments box.
  2. Click the box showing Drag/Drop files here or click the icon.
  3. Pick a file from your drive then save the transaction after.

 

Refer to the steps here to learn more about this feature: Attachments in QuickBooks Online

 

If you have any more questions about this, please let me know in the comment. I'll be more than happy to share some insights about QuickBooks. Have a nice day!

G
gipisi
May 2, 2023

Ok, you have me confused... You showed a list of supported file types (which does not include Outlook Emails - usually .msg), but then you proceed to give instructions on how to attach Outlook Emails, which I'm guessing would only allow for supported file types?

 

This one is a big requirement for me to be able to say our company file can be moved to QBO. Emails are attached all the time on our QB Desktop transactions, so we need this functionality to work as well on QBO.

 

Does this actually work? If not, any plans to add .msg to the list of supported file types?

DivinaMercy_N
DivinaMercy_NModerator
Moderator
May 2, 2023

Hello there, @gipisi. 

 

I appreciate you joining this thread and sharing insights about attaching the Outlook email in QuickBooks Online (QBO). Currently, the file types outlined by my colleague, Jen_D above are the only supported format of the program. For reference, check out this article: Supported attachment file types. 

 

As a workaround, you can convert the file format .msg to one of a support type by utilizing an online file converter. Once done, you're now ready to attach it to a transaction form in your QBO company. For the detailed steps, read this link: Add or delete attachments in QuickBooks Online.

 

While we don't have the exact time frame when this will be available, I recommend sending feedback to our product engineers. This way, you can directly relay to them your suggestions and request about adding additional file types for attachments in your QBO forms.

 

Here's how:

 

  1. In your QBO account, navigate to the Gear icon.
  2. Next, select the Feedback option.
  3. From there, enter the details of your product comments, suggestions, and requests. 
  4. Then, click Next to submit. 

 

You can also visit our Customer Feedback for QuickBooks Online website to track the suggestion you've submitted. 

 

I'll include this helpful resource that you can use as a future guide in case you need to modify the details of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm always here ready to lend a hand if you have other concerns sending forms in QuickBooks. Have a good one and stay safe.  

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