We're glad to have you here in the Community, Lance. I'll provide details about re-attaching receipts to invoices.
In QuickBooks Online (QBO), you can attach snap receipts to invoices without re-downloading them to save time. I'll guide you through the process with the steps below:
- Go to the Gear icon.
- Under Lists, select Attachments.
- Choose the receipt you want to attach to an invoice.
- Click the dropdown arrow beside the Download option.
- Select Create invoice.
- Fill out the necessary information.
- Hit Save or Review and send.
Moreover, you can also bulk-download captured receipts and send them individually to your clients via their business email. Here's how:
- Click the Gear icon.
- Navigate to Lists, select Attachments.
- Tick the checkboxes for the receipts you want to export.
- Select the Batch actions dropdown.
- Hit Export.
Once done, open the ZIP file downloaded to your computer to get a folder with all your selected receipts.
Additionally, to learn more about files you can attach to transactions in QBO and the details for emailing them, you can check out these articles below:
Also, you may want to check out this resource below when you're ready to accept customer's invoice payments: Record invoice payment.
If you have additional questions about attaching receipts to invoices, tag me in the comments. I'm always here to help. Take care, and have a great day!
