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Tradez
Level 1

attaching credit card receipts to emailed invoice

Hi all, I have QB desktop premiere 2012. I want to attach receipts to an invoice for email. I can email the pdf invoice but my photo of receipt, which i believe i've attached correctly is not going out along with invoice. Any help would be appreciated. Thanks, Steve [email address removed]

1 Comment 1
Angelyn_T
QuickBooks Team

attaching credit card receipts to emailed invoice

Hi there, @Tradez.

 

Let's determine the reasons why receipts aren't attached when emailing invoices in QuickBooks Desktop (QBDT).

 

Attaching receipts on an invoice is possible in QBDT by clicking on the Attach File tab on the Invoice page. Or, on the Attach section from the Send Forms window. The feature works if you're using an Outlook or a Webmail. 

 

To isolate the issue you're getting, you can reset the QuickBooks update to start fresh and resolves minor issues in your file.

 

Here's how:

 

  1. Click on Help and choose Update QuickBooks Desktop.
  2. Click the Update Now tab.
  3. Put a checkmark in the Reset Update checkbox.
  4. Click Get Updates.

Once completed, close and reopen QBDT. From there, create a test invoice and add a photo receipt. On the other hand, you can as well upgrade your QBDT so you can enjoy the latest features and updates available.

 

If the issue persists, you can review the setup of your email service from the Preferences. You can check out the details from this link as your guide: Connect your email to QuickBooks Desktop.

 

Just in case you encounter errors while sending your forms, you can as well check out this article for the troubleshooting steps.

 

Please feel free to share an update here by adding a comment below. I'm always here to help. Have a good day!

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