cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more
j-w-shipleylands
Level 1

I need to attach a PO to my invoices when I send them, is this possible on QuickBooks?

 
1 REPLY 1
AnneMariee
QuickBooks Team

I need to attach a PO to my invoices when I send them, is this possible on QuickBooks?

Welcome to the Community! I'm pleased to assist you in attaching a purchase order to your invoices in QuickBooks.

 

Yes, you can attach a purchase order (PO) to an invoice when you send it through QuickBooks. To do this, you'll need to download a PO then attach it to an invoice. I'll show you how to do it below.

 

First, here's how to create a PO and download it:

 

  1. Go to the +New button.
  2. Select Purchase order under Suppliers.
  3. Fill out the form.
  4. On the bottom of the screen, click Print.
  5. Press Download, and then save the file to your device.

 

Afterwards, you can create an invoice and attach the PO by following the steps below:

 

  1. Go to the +New button.
  2. Select Invoice under Customers.
  3. Fill out the form.
  4. At the bottom part, drag the downloaded file in the Attachments field.
  5. Tick the Attach to email option.
  6. Send the invoice by clicking Save and send.

 

Once done, your customer will receive a copy of the invoice as well as the attached PO.

 

For more info about attachments, you can check out this article: Add or delete attachments in QuickBooks Online.

 

You may also want to personalize your sales forms. Here's a guide on how to do it: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You can always reach out to the Community if you need further assistance with invoicing in QuickBooks Online. We'll be right here to help you out.

Need to get in touch?

Contact us