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Hi Egon,
Welcome to the Community. QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd glad to help you with the PDFs from emails.
To include PDFs from emails, I encourage you to refer to the following steps.
If you're having a issue with the toggle, I encourage you to clear your browser cache and cookies as they can prevent the system from functioning effectively. You can refer to the following steps to complete some browser troubleshootings.
If the steps provided above don't work, I recommend that you contact our customer support team. They will be able to take a closer look at this. Here are some options available to reach out to our team.
Let me know if you have questions, I'll be happy to help.
Thanks for your response.
I understand how I change the setting. The issue I'm describing is that the setting is being changed back on my behalf every few weeks.
The full text of the message displayed is:
"To get your invoice paid faster, we removed PDFs from emails
Customers can download the PDF when they go to pay the invoice. To reattach PDFs to emails, to to Settings, Sales, then Online Delivery."
So I don't need instructions on how to set the toggle. I need QBO to stop intervening in my operations. My customers do not 'go to pay the invoice' via the QBO link. They issue an e-transfer. My clients want PDFs in their inbox and I also want one in my inbox for record-keeping and ease of recall.
How can I prevent the toggle from resetting in the future? Are you suggesting the flag is set in a client-side cache and not server-side?
Hi Egon Diggler,
I can see how concerning this has become for you and it's important that your settings in QuickBooks Online remain as you prefer. I encourage you to contact us outside of Community, so we can review your situation in more depth, and escalate the behavior for further investigation if required.
Feel free to reach back out with any other questions. We'd be glad to assist!
QBO is purposely removing PDF's from Invoice emails to push customers into clicking on the view/pay link, in hopes they use the QBO payment service. This is one of most disgusting corporate practices I've witnessed. Its sad really, as QBO is a great product. Dear QBO, be better!
Hello ShaftBurn. Your feedback is important to us. I'd like to help make sure your voice is heard. From here, I recommend sending feedback to our product developers. To do this, click on the Gear icon and look for Feedback. Feel free to ask other questions. I'm here to steer you in the right direction.
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