Invoice Attachments

I recognize the urgency of this matter, @Work_2023. Let me help you fix this issue you encountered in QuickBooks Desktop.

Let me help you diagnose the issue if you can't open your company file. Please make sure to log in as an administrator. Then, initiate attaching the file you Outlook. If the issue persists, let me help you with how to run QuickBooks Tool Hub to aid the error running on your company file.

Let's run a QuickBooks Tool Hub to fix the error.

1. Download and install the latest QuickBooks Tool Hub.
2. Once done, open the file and select Program Problems.
3. Select Quick Fix My Program.
4. Start QuickBooks Desktop and open your data file.

On more note, please refer to this page for more information on how to fix your company errors: Fix issues when QuickBooks has stopped working.

If you encounter other errors while sending email through Outlook, here are available fixes from this page: How to fix "Error: QuickBooks is unable to send your email to Outlook."

I'm here to assist you with any further questions or concerns, don't hesitate to reach out. The Community wishes you a successful day in your business endeavors!

I have already went through these steps with a QB tech.  They tried everything on their list of items to check and nothing worked.  I did try the steps you suggested again today and it is still not linking the attached document to the invoice email.  My invoice is linking to Outlook, but the document attached to my invoice is not linking to the email.  I am having to manually attach the document to the email.  This was all working fine last week, just started Monday.  I have a case number already on file.  I was hoping that by today a programming update would have fixed the problem.  

I have the same problem with QuickBooks Enterprise 2023 Desktop.  The problem started in late June.  Now, when we email any of the following: Quotes, Sales Orders, Purchase Orders or Invoices the attachments that are connected don't appear as an attached file in the email opened by QuickBooks.  In every case all the connected attachments are visible before we choose to email and the attachments can be opened using the "Attach File" icon on Quote screen which is the same with other documents I listed above that we send.  We used the Tool Hub with QuickBooks support and we ran the feature to reattach all the files.  No option provided by support has resolved the issue.  The suggestion from ChristineJoieR so far have not fixed the issue and they seem to be far from the issue.

Furthermore, we have 10 users where each uses a fast Windows 10 Pro PC and all were able to email the documents with the attached files a month ago.  I expect our Controller for our company installed an update an I will be starting with a fresh install soon, with no updates, and opening our company file on a PC local  to drive see if Intuit sent an update that broke this feature, or if Microsoft with their latest version of Outlook is the root of the problem.

ANYONE ELSE?  Does anyone at QuickBooks know if this BUG was introduced through an update?  Or do you have another option to fix this issue?

I appreciate you for joining here and letting us know that you also experience the same outcome, JW233.

Currently, there's an ongoing investigation about sending transactions with an attachment. Our records show that the attachment does not show up. Our engineers are working on this. Rest assured we'll fix this as soon as possible.

For now, please give us a short call to add you to the list of affected users. Go to the Help menu and select QuickBooks Desktop Help F1> Contact us. 

Alternatively, we can use the link below.

1. Go to this link: Contact Support Team.
2. Enter your full name and email address.
3. Then, follow the on-screen instruction to complete the process.

While waiting for a fix, we have a workaround for you. You can manually attach your files once the new email window opens in Outlook. Or, set up your email account in QuickBooks using the webmail option. Here's how:

1. Go to the QuickBooks Edit menu and select Preferences.
2. Select Send Forms.
3. Pick Web Mail and Add.
4. Fill out the Add Email Info and select OK.
5. Hit OK to save your changes.

Here's an article for additional information: Connect your email to QuickBooks Desktop.

Visit again if you have other concerns. I'm here to help in any way that I can. 

Happy to see this is finally hitting with enough people to affect change. Frustrating.  We had IT completely update everything as chat said it was an urgent update - leading us to believe it was the fix when it was only an attempt at problem solving.

Also the steps below to get "added to the list" don't work.

Same problem here - started a few weeks ago, Have run through ALL of the troubleshooting steps listed in the various threads posted. I'm contacting support as instructed by the thread at https://quickbooks.intuit.com/learn-support/en-us/other-questions/invoice-attachments/01/1286448#M13...

My print bills are not attaching to our invoices via email send.  Very frustrating to go to the trouble to attach the item to the invoice only to have to reattach the item manually in the email.  Also when sending invoices in batch send the attachments do not send either.  I will set up 20 -30 invoices to send later and if any of them have attachments I have to send them individually because the attachment never sends in a bulk send situation. 

Any update on this investigation?  

Hello there, @Work_2023. I'm here to provide details about the invoice attachments investigation.

We understand the inconvenience caused by this. For now, the status of this investigation is still going, and our Engineering Team is working on this matter to implement a solution to resolve this.

If you already contact our Support Team, you'll receive an email once the investigation is resolved. If not, I recommend contacting our  Support Team. They can add you to our notification list, and you'll receive an email notification once an update is available.

I’m also adding here an article that will guide you if you want to create your templates in QuickBooks Desktop. Create a custom email template.

Don't hesitate to reply anytime if you still have other  QuickBooks-related questions or clarifications. I'm more than happy to assist you. Stay safe!

This issue was resolved by an update on 8/3!!

This is so aggravating.  We just moved to QB Enterprise 2023 and with the cost of this product, I would expect intuit to be a bit more attentive to fixing this.  Even the instructions provided don't work for notifying them that it doesnt work. I go to help/QB desktop help/contact us and no window pops up to notify them this is a problem. Yes, there is a work around and we can search to attach but that defeats the use of the product that we paid so much for.  We would appreciate being notified when a fix is available.

Your sentiments are being heard, @newcmac. 

I know the importance of getting timely and effective support when needed to ensure issues will be addressed promptly, preventing further complications.

Please know that after a thorough investigation of the invoice attachments issue, our product engineers have successfully resolved the matter. They've identified the root cause and have taken the necessary steps to address it.

Since you're still experiencing the same thing, I'd suggest getting in touch with our QuickBooks Support Team. I'm aware that you've already gotten in touch with them, but it's the best we can do right now given that they have all the tools to create or open a new investigation ticket for you so you'll be notified once there's a fix.

While waiting for the fix, you can manually attach files using the Web Mail option in QuickBooks Desktop. Here's how:

1. Go to the QuickBooks Edit menu and select Preferences.
2. Select Send Forms.
3. Click Web Mail and Add.
4. Fill out the Add Email Info and select OK.
5. Hit OK to save your changes.

Furthermore, there are a few ways you can take and process payments in QBDT. You may either turn on online payments for the invoices you email to customers or process them in person.

Your patience is highly appreciated while we work on solving this matter. Don't hesitate to leave a reply below If you have other QuickBooks concerns. The Community team is here to assist in every way we can. 

I use the Webmail and manually attach files and still am unable to email becuase I get a message stating my attachment is larger than 2MB so can't attach it! I have tried the troubleshooting steps for this as well, it didn't fix it. How do I manually attach and not get the 2MB error???

Hi there, DebsTax2015.

I can see that a similar question about invoice attachments was also asked earlier in a separate thread. Let me share this link so you can check out the response and suggested troubleshooting steps: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-change-2-mb-limit-on-documents-...

The Community is always here if you need anything else. 

I have the exact same problem that just started a few days ago.  All my invoices required a signed purchase order to be attached which is listed but fails to attach.  Every time, Quickbooks updates their software, its value to me decreases because of ridiculous failures like this.  I am writing the company asking for a refund for the days that it takes to correct this problem.  

I have discovered through reading other posts about this that the new update for QB online removed the option to email the attachment. The only attachment it will email is the actual invoice copy. I can't even find a way to view the attachment that I upload throught the customer's viewpoint. So even if they click through to view their invoice online, the attachment doesn't appear for them. Only for us as the creator of the invoice. I've spent hours trying to find a solution. Most comments from QB help doesn't address that this was removed intentionally in the "new experience". Please send feedback to QB to put this option back. Plus fix all of the glitches. They changed many of my settings also. I'm having to go back and reset a lot. Also... I really liked the look of the old invoice template page. I do not see the need in recreating the wheel. 

Just started experiencing this and it is super annoying!!! Please fix this!!!! 

Spent 2 hrs on phone with a QB rep that did everything she could to fix the attachment issue.  Finally for grins I went to send forms and saw that there was an attachment button.  I clicked on it & found my attachment & attached it.  You have to send right away there is no option to attach & send later.  Intuit has changed so many things that did not need changing, such as being able to click on attach & then scan document to your invoice directly.   Now you have to scan your document, save it then go back to QB invoice & attach & send right away.

 1) create invoice

2)  go to printer scanner (you "leave QB")

3)  scan document you want to attach & save (I put it in a file called scanner documents)

4)  get back into QB to invoice & click on attach.  (but you can't send the attachment cause the option to send invoice and attached files is greyed out

5)  pick document you want to attach. 

6)  then go to file and send forms

7)  find invoice (but you can't see attachment cause the invoice and attached files was greyed out and not an option), you'll need to click on the attachment button on the right side of screen

  find attachment & click on it.

9)  send it right away.  if you leave send forms it is no longer attached & you'll need to attach all over again.

10)  Good luck!

Did you ever resolve this issue? I am now having the same problem. I’ve been able to use this before but for some reason now I can’t. Trying to attach files to invoices and I don’t see anything in my docs center. I even tried through my computer and the mobile app and STILL have had no success. I’m going crazy. Hoping someone can help 

Hello there, @FLPS.

I understand how significant it is for you to get this fixed quickly.

Having it checked here in our system, I've found that there's still an ongoing investigation about attaching files to invoices (INV-85029).

Rest assured that our product engineers are working diligently to provide a permanent fix for you to get back to business.

If you haven't, I'd recommend contacting our QuickBooks support team to add you to the list of affected users and be informed promptly once it is resolved. 

Here's how:

1. Log in to your QuickBooks Desktop (QBDT) company.
2. Look for the Help button at the top right corner.
3. Choose Contact Us.
4. Enter a brief description of your issue, then select Continue.
5. Now, sign in to your Intuit account, choose Continue, and then Continue with my account.
6. You'll receive an email from us using a single code. Enter your code and click Continue.
7. From there, choose either chat with us or Have us call you.

Furthermore, I've added some resources below for you to have some insights on what to do if you see error messages using QuickBooks Email in QuickBooks Desktop: 

• Make sure your QuickBooks Email service continues to work.
• How to fix "Error: QuickBooks is unable to send your email to Outlook".

If you still need further assistance, don't hesitate to reach out again. The Community is always here to lend a hand. Stay safe, and have a good one.

Thanks, this is a good work around for small attachments until they fix the issue in Desktop.