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Level 2

Attach a file to an invoice being sent to a customer?

Platform: QBO

 

On the invoice I have attached a file, I want this file to be sent along with the invoice.  This does not happen, instead it just attaches the file to the invoice on the back end.  

 

Is there any way to accomplish this?

5 Comments
Highlighted
QuickBooks Team

Attach a file to an invoice being sent to a customer?

Hi there, @MNCO.

 

There are a few accepted file types for your attachments. It'll be my pleasure to provide these to you and help you successfully attach them to your invoices.

 

You can attach files on your transactions with a maximum file size of 20MB. Also, there are a few file types accepted in QuickBooks. These include:

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

Also, before sending your invoices, you'll first need to tick on the Attach to email checkbox. It's possible that you sent the invoice directly to your customer.

 

Here's how you can make sure you're attaching the file before sending:

  1. Open the invoice.
  2. Scroll down to the Attachments section.
  3. Make sure the file is completely uploaded.
  4. Tick on the Attach to email checkbox.
  5. Click on Save and Send.

I've provided a screenshot below of a sample file attached to an invoice.

 

 

Please let me know if you have any other concerns. I'll only be a post away. Have a good one!

Highlighted
Level 2

Attach a file to an invoice being sent to a customer?

My quickBooks ProDesktop  seem to have a size limit for attachments to 2MB.  

Is there a setting I can change to allow for larger attachements?

Highlighted
Level 2

Attach a file to an invoice being sent to a customer?

Is there a setting that can be changed to increase the allowable size of the attachment to invoices?  My destop Pro seems to have a 2MB limit which is way too small.

Highlighted
Moderator

Attach a file to an invoice being sent to a customer?

Hello there, @MJA1.

 

There's no file size limit for attachments in QuickBooks Desktop. Just make sure there's enough space on your local system to store the documents and stored in the same location.

 

Here's how: 

  1. While on the Home page, press F2 or Ctrl+1 to open the Product Information window.
  2. Note the location listed in the File Information field.
  3. Browse to the location where your company file is stored.
  4. Look for the Attach folder.

If you're getting an unexpected result in attaching files, re-link the Attached Documents to sort this out. 

 

Here's how: 

  1. Browse to the location where your company file is stored.Default location: C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files.
  2. Rename Attach folder by adding _OLD to it.
  3. Create a new folder and name it Attach.
  4. In the new Attach folder, create a folder that matches the name of the company file.
  5. Open the new folder, then create new sub-folders named Inbox and TXN.
  6. Copy and paste contents over to respective new folders from their old counterparts.
  7. From the QuickBooks Company menu, select Documents.
  8. Select Repair Links.

I've attached an article that you can use as a reference, such as FAQs about the transaction types you can attach documents to and how to troubleshoot common issues: QuickBooks Document Center.

 

Keep me posted if you have any other questions about attaching documents in invoices. I'll be here to help you out.

Highlighted
Level 2

Attach a file to an invoice being sent to a customer?

Thanks.  It turns out my setting for sending forms was set at web mail and it should have been set to outlook.  I think that has corrected the problem I was having.

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