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Garzatron
Level 1

Does anyone know how to add an attachment to an invoice before its sent out on QB self employed?

Im trying to add my w-9 to my invoice so its all one message

1 Comment 1
RheaMaeH
QuickBooks Team

Does anyone know how to add an attachment to an invoice before its sent out on QB self employed?

QuickBooks Self-Employed doesn't support attaching files, such as a W-9, directly to an invoice before sending it out, Garzatron.

 

As a workaround, you can export or save your invoice as a PDF and then manually send it with your W-9 form in a single email outside of the QuickBooks Self-Employed.

 

Here's how to export:

 

  1. Go to the Invoices tab.
  2. Click the drop-down arrow under the Action column.
  3. Select Export as PDF.

 

Feel free to revisit this conversation if you have additional questions.

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