Anyone else have clients complain that recent ly emailed invoices for QB do not have the pdf attached? it was working as recently as 1 week ago or less but not today!

kohort44 · ‎November 11, 2020

LieraMarie_A · ‎November 11, 2020

It's a pleasure to see you here, @kohort44. I'm here to help you get that pdf attached to your invoice email right away.

You may have turned off the PDF Attachment option from the Accounts and Settings page. The steps below will ensure your success in activating that setting:

Navigate to the Gear icon and choose Accounts and settings.
Select the Sales tab.
Click the Edit icon next to the Online delivery section.
Mark the PDF Attached checkbox.
Select Save and Done.

These instructions are available from our guide on emailing and customizing sales forms. It also covers the different available email options.

I'm also adding these articles that I'm sure you'll find helpful in managing your sales forms:

Should you need a hand with customizing your sales forms, please let us know in the comment section. We're always here to help. Have a wonderful day.

View solution in original post

LieraMarie_A · ‎November 11, 2020

It's a pleasure to see you here, @kohort44. I'm here to help you get that pdf attached to your invoice email right away.

You may have turned off the PDF Attachment option from the Accounts and Settings page. The steps below will ensure your success in activating that setting:

Navigate to the Gear icon and choose Accounts and settings.
Select the Sales tab.
Click the Edit icon next to the Online delivery section.
Mark the PDF Attached checkbox.
Select Save and Done.

These instructions are available from our guide on emailing and customizing sales forms. It also covers the different available email options.

I'm also adding these articles that I'm sure you'll find helpful in managing your sales forms:

Should you need a hand with customizing your sales forms, please let us know in the comment section. We're always here to help. Have a wonderful day.

livewire · ‎November 13, 2020

We also had this issue. Seems that it was turned off automatically around the 10th of Nov. for us. This solution resolved the issue but this shouldn't have happened automatically without notification. These kind of things affect our businesses!

markmorin · ‎December 02, 2023

bought a new windows 11 laptop and quickbooks pro 2020 no longer sends pdf files, I am so far behind on work, what sales tab I have windows 11 and I clicked on account and don't see a sales tab

JessT · ‎December 02, 2023

Thank you for joining the conversation, markmorin.

It seems like QuickBooks Pro 2020 may not be fully compatible with your new Windows 11 laptop, which could be causing the issues with sending PDF files and accessing certain features. What we in your case is to update QuickBooks or go through the Company File Issues and Program Problems procedure in the QuickBooks Tool Hub.

Update QuickBooks:

Go to Help and select Update QuickBooks Desktop.
Select Update Now, then Get Updates.
Close and reopen QuickBooks to install the update again.

On the other hand, I recommend upgrading to the latest version of QuickBooks. This will ensure compatibility with Windows 11 and provide you with the most current features and support.

If you need help with the upgrade process or have any questions, feel free to reach out. I'm here to assist you through this transition and ensure you can get back to work smoothly.

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Anyone else have clients complain that recent ly emailed invoices for QB do not have the pdf attached? it was working as recently as 1 week ago or less but not today!