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