How do I select which attachments to send with a PO

Thank you for coming here in the Community, @jgouge.

I'd suggest logging into your account QuickBooks Online through a private or incognito window so you'll have the option again to uncheck the attachment. 

This browser window doesn't use the existing cache files, which makes it a good place to find out if there's an issue with the browser.

The first step is accessing QuickBooks Online through the private or incognito window.

Let's use these shortcut keys to get started:

• For Mozilla Firefox browser: Ctrl + Shift + P
• For Google Chrome browser: Ctrl + Shift + N
• For Safari Browser: Command + Shift + N

If it works, return to your regular browser and clear its cache. If not, use other supported web browsers. The current one you're using may have a temporary issue with QuickBooks. Utilizing a new browser allows you to get back to working order.

Also, I've included this article if you have plans on uploading and managing your receipts in QBO: Upload your receipts to QuickBooks Online. 

Keep us posted if the issue remains or if there are other concerns. Have a good day!

My original post may have been confusing. I can add and delete attachments. No problem there. There used to be an option where you could select to "email with PO". That is gone. 

I like this function as I can attach my customers PO's to my Vendor PO (but do not email it with the PO) so I have it as a future reference.

That function is gone.

The function is still on the Invoices though.

Thank you for reaching out to us and expressing your interest in utilizing QuickBooks effectively, jgouge. We value your participation in our Community thread.

We acknowledge that seamless usage of the program is relevant to your business, and we are committed to ensuring that you have a hassle-free experience. The Send with email option is now unavailable in QuickBooks. We encourage you to provide your valuable feedback about this matter and send a feature request to our software engineers. They may consider adding this in future product improvements. Here's how:

1. Click the Gear icon, then select Feedback.
2. Type in your feature request.
3. Click Next to submit.

You'll want to download your customer's purchase order instead and include it in the attachment. Then, hit the Attach to email box before clicking the Save and Send option. 

We have provided some helpful resources for future reference to assist in handling your sales transactions: 

• Create and send purchase orders in QuickBooks Online
• Create invoices in QuickBooks Online
• Record invoice payments in QuickBooks Online
• Enter and manage bills and bill payments in QuickBooks Online

Please do not hesitate to get in touch with us again for any further queries. Our dedicated team is committed to providing you with the best possible assistance, and we look forward to serving you again in the future. Have a great day!

OK, why does everyone at Quickbooks miss the concept of what I am asking? Let me try again,

Here is what I used to be able to do (and would like to continue to do):

1.) attach a file to my Purchase Order - before hitting send and close

2.) decide whether I want to include said attachment with the PO when I hit send and close. I could do this by selecting and checking the check box next to the attachment that said "send with email". If I checked the box, it would send it along with the PO. If I did not check the box, it would only send the PO. (You can see an example of this with Invoices as the "send with email" check box is still available there.)

Since a recent update, If I attach a file to my Purchase Order the option to "send with email" check box is gone and any attachment is sent along with the PO.

So - is there a setting where this can be restored? Or is this something that your Software Engineers have decided to delete?

I appreciate you providing more details about your Purchase Order attachment concern, @jgouge. I'll provide more insights about this below.

With the latest update in QBO, the term "send with email" is now changed to “attached to email.” You can still utilize it though under the attachment section of your purchase order form."

Please see the attached screenshot below for your reference. “Send w/ email" or "Attach to email" checkbox in the attachment section for purchasing order is still available.

If you decide to include the attachment file to your PO, check the box next to Attach to email option. If the said box is unchecked only your PO will be sent.

On the other hand, if you're unable to view the said option, you can perform the troubleshooting steps suggested by my colleague above.

Once the vendor accepted the PO, you can now proceed to record it as a bill or expense in QuickBooks: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

If you need further assistance with your PO attachments, don't hesitate to reach us back.

Thank you but I did do the troubleshooting your colleague suggested and I have the same issue on other browsers whether in private, incognito, or not.

I have attached a screenshot to show you what it looks like on my system. It looks this way regardless of which browser I use. The Attachment section does not have the box to select whether to attach/send with email. Additionally, the message, memo and attachment sections are now horizontal instead of vertical. I can only attach 1 file so I can't send you a picture.

I have another colleague in the office that has access to our QB program and he is having the same issue. The purchase order screen is also the same as mine.  Since we are using the online version of QB's we both access the same company file that is being hosted by QB. Therefore, the issue would have to be somewhere within the software. Not the browser and not my computer.

What are Intuit's next actions?

I acknowledge your frustration, and I appreciate your thorough troubleshooting efforts, @jgouge.

I'm genuinely sad to hear about the persistent issue you and your colleague are facing with QuickBooks. Rest assured, I'm here to assist you in getting this matter resolved promptly. 

Normally, you should be able to see a box to select to attach or send with an email. Since the issue persists even after doing some troubleshooting steps, I recommend contacting our QuickBooks Online support team which specialize in these types of software-related issues. They have the tools to help thoroughly investigate the matter and determine the appropriate actions needed to resolve it.

Here's how you can reach them: 

1. Sign in to your QuickBooks Online company.
2. Click Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Moreover, I'll be adding this link to help add an accepted purchase order to a transaction for your vendor: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

If you have any more questions or additional information to share in the meantime, please feel free to reach out. Thank you for your understanding, and we are dedicated to ensuring a resolution that meets your expectations.

Thank you I will go that route.

This has not been resolved. I spent almost an hour on the phone with QB support. Of course they made me repeat all the troubleshooting steps I had already tried. I guess they don't believe QB Users are capable of following instructions AND it had to be done while screen sharing with them so they could see. Then I had to create another PO with attachments and send it to myself just to prove the attachments were being sent. I told them I had already done this but once again forced to do it so they could see with their own eyes. WOW what I said was true. Then asked when it started happening, told them with latest update. Tell me it's working on their end. Once again I tell them this issue is in YOUR software. I've been telling you that. So after wasting 2 days and another hour they say they are opening a case. But I'm the first to raise this issue. Translation - We ain't going to do anything because you're the only one and your single issue is not a priority.

Except now they "fixed" it so well that NO attachments are going with the PO, even if I want them to.  

We are having the same issues as you are having. Frustrating.