It's great to see you in the Community, contactus.
Adding attachments to customer and vendor profiles, as well as their transactions is made simple with QuickBooks Online (QBO). This feature streamlines your recordkeeping and aids your accountant in efficiently managing your books at the end of the fiscal year.
In the online program, you can add attachments to the following:
- Bills
- Checks
- Credit Card
- Credit Memo
- Customers
- Delayed Charge
- Estimates
- Expenses
- Invoices
- Receive Payments
- Refund Receipt
- Sales Receipt
- Vendors
- Vendor Credit
Then, make sure you're using the supported file types: PDF, JPEG, PNG, DOC, XLSX, CSV, TIFF, GIF, XML. When you're ready, follow these steps to attach the estimate to the invoice:
- Open the invoice you want to attach the estimate to in QuickBooks Online (QBO).
- Head to the Attachments section and click Drag/Drop files here or click the icon option.
- Browse and select the estimate you wish to append.
- Click Open and Save and close or Save and send.
For more in-depth information about the process, refer to this article: Add or delete attachments.
Additionally, these links provide valuable resources that can assist you in effectively managing all your sales and customer-related tasks:
Keep me in touch if you still need further assistance with attaching an estimate to the invoice. I'm always available to help you. Enjoy your weekend, contactus.
