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ljw8
Level 2

Combining an invoice with all backup attachments as one pdf file

Is it possible to automate combing an invoice with all backup attachments as one pdf file to be emailed to the customer directly from QBE.  We use Quickbooks Desktop - Enterprise

 

Many of our customers are now asking for this to happen.  We currently have to scan all together manually, then email outside of QB to get to the customer.  We then lose that audit trail within QBE.

1 Comment 1
FritzF
Moderator

Combining an invoice with all backup attachments as one pdf file

Hi there, ljw8.

 

I can share information about emailing invoices in QuickBooks Desktop (QBDT).

 

Currently, the option to automatically combine invoice(s) with backup attachments as one PDF file is unavailable in QBDT.

 

I can see how having this option would be helpful for you and your business. While this isn't available yet, I highly suggest sending feedback directly to our product developers. They're always looking for ideas to consider on how to improve QBDT.

 

Here's how to submit feedback:

 

  1. In QBDT, go to the Help menu at the top.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Choose a feedback type and product area on the QuickBooks Feedback window. 
  5. Enter your feedback, name, and email address (optional).
  6. Once done, click on the Send Feedback button.

 

To learn more about emailing invoices and other sales forms in QBDT, consider checking out this article: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

You can also visit our website for more tips and other resources you can use in the future: Self-help articles.

 

Please let me know in the comment if you have follow-up questions about this or anything else. I'm always here to answer them. Take care.

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