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universal2014
Level 2

Change 2 MB limit on documents attached to estimates and invoices?

I am currently using QB Desktop Pro 2021, and when I try to attach a PDF to an estimate or an invoice to send to a customer via email, I get an error stating "Attachment size exceeds 2 MB limit. Remove one or more attachments and try again." Is there any way to increase this size limit? I have my QB emails going through Gmail if that matters.

5 Comments 5
Kristine Mae
Moderator

Change 2 MB limit on documents attached to estimates and invoices?

Let me help you with the attachments, Universal2014.

 

There's no file limitation for attachments in QuickBooks Desktop. Let's just ensure that there's enough space on your local system to store the documents.

 

Let's re-link the attached documents to sort this out. Here's how:

  1. Browse to the location where your company file is stored. The default location is C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files.
  2. Rename the Attach folder by adding _OLD to it.
  3. Create a new folder, then name it Attach.
  4. In the new Attach folder, create a folder that matches the name of the company file.
  5. Open the new folder and create new sub-folders named Inbox and TXN.
  6. Copy and paste contents over to respective new folders from their old counterparts.
  7. Open QuickBooks, go to Company,  then select Documents.
  8. Click Repair Attached Documents Links.

You can also check this article for more information: QuickBooks Document Center: FAQs and common issues.

 

Feel free to click the Reply button below if you need more of our help. We're right here to assist you. Keep safe!

DebsTax2015
Level 1

Change 2 MB limit on documents attached to estimates and invoices?

I followed these steps exactly and it did NOT fix the issue.

ReymondO
QuickBooks Team

Change 2 MB limit on documents attached to estimates and invoices?

Thanks for joining the thread and following the suggestions above, @DebsTax2015.

 

I'd like to share some additional troubleshooting steps to assist you in attaching your PDF files to invoices or estimates in QuickBooks.

 

As previously mentioned, QuickBooks Desktop doesn't have a file size limit for attachments. Although, it's important to ensure that you have sufficient space on your local system to store the attached documents.


If you're trying to attach a document in QuickBooks and are unable to, the issue may be with the company file name. Attachments might not function properly if there are spaces or periods before the ".qbw" file extension, or if there are special characters within the file name.

 

The issue can normally be resolved by renaming the company file. To do this, follow the steps below:
 

  1. Start by logging out of QuickBooks. Click on File in the top-left corner and select Close Company/Logoff.

  2. Locate your company file. Click on the File Explorer icon located near the bottom-left corner of your Start bar.

  3. In File Explorer, click on This PC on the left side. Find your company's main folder, typically named after your company and listed under the I:/ drive. If needed, hover over folder names to identify the one on the I:/ drive.

  4. Open your company's folder by double-clicking on it. If your company has multiple users or numerous documents, you might need to search around to find the specific company file you want to modify. You can manually search or use the search bar in the top-right corner. If you use the search bar, typing "*.qbw" and pressing Enter will display all QuickBooks company files.

  5. Now, edit the file name by clicking on the file and then pressing the F2 key on your keyboard. This will enable you to modify the file name.

  6. Edit the company name to remove any extra spaces, periods, or special characters. After making the changes, press Enter or click elsewhere to save them.

  7. Reopen QuickBooks. You should be directed to the No Company Open screen. Click on Edit List on the right-hand side.

  8. In the new window, locate the row with the old company file. Click on the blank section under the far-left Hide column. A checkmark should appear. Once you've confirmed this company file is checked, select OK.
  9. Click the Open or Restore an Existing Company File button near the bottom of the No Company Open screen.
  10. Select Open a company file, then click Next. In the following pop-up, you will be asked to select your file from its location on the computer. It should open in the location where the file has been kept. Click on the file once and select Open.

 

Once the company file opens, double-check that you can now attach documents. You should be all set!
 

For more information on frequently asked questions and recommended troubleshooting for QuickBooks Document Center issues, you can refer to this article: FAQs and Troubleshoot Common Issues in QuickBooks Document Center.

 

If you have additional questions about managing invoices and sending transactions, please feel free to leave a comment below. I'm here to assist you.

SDItax
Level 1

Change 2 MB limit on documents attached to estimates and invoices?

Our client is having exactly the same issue as the original poster and the problem still exists 3 years after the original post.

 

We do not have any issue attaching files to invoices. We have spent hours and hours over the phone with different QB support teams, repeating all the troubleshooting steps in the above posts, and fixed nothing. Because the issue has nothing to do with the Document Centre.

 

The issue is when we use "Email" --> "Invoice and attached files," it doesn't allow to send attachment over 2MB. We have to remove some of the attached files in order to send. The attachment size limit of 2MB is too small and dated to meet the current IT environment. 

 

Our client is a contractor in the construction business. The industry requires them to attach mandatory forms, certificates and any material purchase receipt every time they invoice their customers, which often times can be over 2MB per file. The client has to save the invoice to their file server and send the invoice and mandatory files out via their email program, creating unnecessary steps to their workflows.  

 

Please increase the attachment size limit to meet modern IT needs.

MorganB
Content Leader

Change 2 MB limit on documents attached to estimates and invoices?

Thanks for joining this thread, SDItax.

 

I appreciate you trying the troubleshooting methods mentioned by the QuickBooks Desktop Support Team. Since the issue is persisting, I recommend submitting feedback to the Product Development Team for review. This is the best way to make your request known about increasing the attachment size limit. The majority of product updates and feature releases come directly from user suggestions like yours. 

 

Leaving feedback can be done directly through your QuickBooks account by clicking the Help tab, then Send Feedback Online.

 

If you have any other questions please don't hesitate to reach back out. The Community always has your back!

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