Emailing Invoice and Attachment as one File

Hi, @ashtanhill.

Currently, QuickBooks sends your invoices and attachments as two separate .pdf files. I can see that some customers want to receive the documents in a single file once you send them the entries. For now, you can utilize the Feedback feature to send this idea directly to our engineering team. This way, they could take action to help improve your experience. Rest assured they're working nonstop to enhance the product and deliver the best experiences to all QuickBooks users. 

Here's how you can send feedback through QuickBooks:

1. Open your QuickBooks Desktop (QBDT) file.
2. Go to the Help menu, then Send Feedback Online.
3. Tap on Product Suggestion.
4. Enter your feedback or suggestions.
5. Hit the Send Feedback button.

Once done, your valuable feedback goes to our Product Development Team to help improve your QuickBooks experience.

For more tips, while handling your attachments and invoices, you can open these articles:

• Attach documents to transactions in QuickBooks Desktop
• Create an invoice in QuickBooks Desktop
• Send online invoices in QuickBooks Desktop

I'm also adding this link as an additional resource when handling your other customer transactions in the future: Get started with customer transaction workflows in QuickBooks Desktop.

Let me know how else I can help you with emailing your transactions in QBDT. I'll be right here to provide additional assistance. Have a good one!

Hi Team,

Is there any update on emailing an invoice and attachments as one file? 

Thanks,

Kim P

I am having issue with this. Everytime I click to email invoice with attachments , i only see the invoice and attachments are not “attached” or included. How to repair this?

Thanks for chiming in on this thread, @Enthrone. I'll provide some troubleshooting steps to include the attachments when sending your invoices in QuickBooks Desktop (QBDT).

First off, please create a backup copy of your company file before starting the process. If there are changes that may occur, having a backup copy allows you to restore it to undo the changes.

Then, are you using Outlook or Webmail to send your invoices? If you're currently using Outlook, you'll want to install XPS document writer on your computer and send your invoices using Webmail instead of Outlook.

However, we can run the Verify/Rebuild tool if the issue persists. The Verify will detect any damaged data, and then the rebuild will attempt to fix the damaged data detected. It also allows your QuickBooks software to refresh the data inside the company file. 

Here's how to verify data:

1. Navigate to the File menu.
2. Choose Utilities, then select Verify Data.
3. Click OK when you see the message, QuickBooks detected no problem with your data.
4. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
5. Click Close or View Errors and take note of the specific error message.

Next, here's how to rebuild the data:

1. Go to the File menu.
2. Choose Utilities, then select Rebuild Data.
3. Click OK if you receive a prompt to back up your company file.
4. Click OK when you get the message, Rebuild has completed and proceed to the next step.
5. Run Rebuild Data again to make sure there are no errors.

Furthermore, you can check out this article to run a repair tool for your QBDT to fix some data issues with your company file: Repair your QuickBooks Desktop for Windows. Once the process is done, restart your computer and reopen your QBDT to check if you can email invoices with attachments.

Please comment on this thread if you have more questions or concerns about emailing your invoices. We're always here to lend a hand. Keep safe.

Is this still ask issue or is there a way to fix it? I want the invoice and the attachments all in one document for my customer. Right now he has to click on the invoice and the attached documents separately.

Is this still ask issue or is there a way to fix it? I want the invoice and the attachments all in one document for my customer. Right now he has to click on the invoice and the attached documents separately.

Thanks for joining the conversation, @fastbackfreight. 

I see how crucial it is for your business to have the invoice and attachments in a single PDF file. Currently, this option is still unavailable in QuickBooks Desktop (QBDT). Thus,  I recommend submitting your feedback directly to our Product Development team if you haven't done it yet. They can look into this suggestion and consider including this in future updates. 

Here's how you can send feedback:

1. Open your QBDT file.
2. Go to the Help menu, then Send Feedback Online.
3. Tap on Product Suggestion.
   
   
    
4. Enter your feedback or suggestions.
   
   
    
5. Hit the Send Feedback button.

Moreover, you may visit this article for future use in handling your other transactions in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.

I'm always around in the Community is you have more concerns regarding invoices and attachments in QuickBooks, @fastbackfreight. You can tag my name below and I'll provide further help.

Is this feature available in QBO?  All of my vendors require only one pdf.  I spend hours saving and combining documents and emailing individually.  Huge time sucker.  Please advise!

Good evening, @melindapiper. 

Thanks for chiming in on this thread. 

Unfortunately, the feature isn't available in QuickBooks Online. We do recommend giving our Product Developers some feedback so they can add this in the near future. 

Submit Feedback

Feel free to reach back out if you have any other questions. Take care!