Attach a document to an invoice

Good day, @Kieron,

Being able to attach files for QuickBooks Self-Employed invoices would be a great idea if added to our program. I am forwarding this feedback to our Development team for consideration in future updates. They strive to meet the needs of our customers by working on the requests sent to them.

As a workaround, you can connect your accounts to download recent transactions, and attach scanned receipts. Here’s how:

1. Go to the Transactions menu.
2. From the Transaction List, locate the income transaction you want to add the receipt.
3. Click the drop-down arrow to open the transaction.
4. Open the file folder where you saved the scanned receipt.
5. Search for the scanned receipt.
6. Click and drag the file you want to add.
7. Drop it on the Receipt field.
8. Click Save.

You can also attach receipts using the mobile app. For the step-by-step instructions, you can read through this article: Enter receipts on your QuickBooks Self-Employed mobile app.

If you have other questions or need further help with the attachments, please mention me anytime. I'll be glad to help whenever you need one. Have a wonderful week!

I produce a time sheet that has multiple items on it to give one figure for the invoice. Is there a way that when the invocie is generated a PDF can be attached 

Currently, the ability to attach document files in your invoices using QuickBooks Self-Employed is unavailable, Dave. With that, let's send a product request to our engineering team. Let me help you in accomplishing this.

We strive to provide our customer with the best experience with our product. We can send this feedback so they can incorporate this feature in the later updates. 

To send your input, here's how:

1. In your QBSE account, click on Assistant.
2. Type in Feedback.
3. Select Add a feature, then write your suggestions.

Moreover, I'll use include this article you can check if you want to automatically track your business and personal miles using QuickBooks: Automatically track mileage in QuickBooks Self-Employed.
 

We'll be around to assist you if you have other questions about attaching documents when creating invoices in QuickBooks. 

The initial post was to be able to add a time sheet to an invoice for record purposes. Im not able to find the request function to put this through to the developers but see there was a request in one of the responses I wonder if any one can offer any advise

Many outstanding features emerge from user insights like yours, Dave. Your feedback holds significant value, so let's ensure you can successfully submit your requests. 

Please know the instructions provided by my colleague pertain to the QuickBooks Self-Employed mobile application. Currently, sending your feedback via a web browser is unavailable. Therefore, let's use the app to submit your feature request successfully.

Here's how you can do it:

1. In your QuickBooks Self-Employed application, tap the Assistant icon at the bottom.
2. Type feedback in the field.
3. Choose Add a feature.
4. Enter and send your product suggestions.

If you haven't installed the app yet, downloading it is unavailable. If this is your case, I recommend contacting our support team via your web browser to ensure your feedback is forwarded to our product engineers.

For future reference, if you'd like to keep a record of your receipts, you can email them to QuickBooks Self-Employed. The system will scan the images and automatically input the details. 

I'm here for you whenever you need extra help managing tasks, specifically with your invoices. Just reach out in this thread anytime, Dave. I'm glad to assist you further. Take care, and have a fantastic day!