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It’s great to see you in the Community, userwpierce-brt.
I’m here to clarify about attaching a PDF file to an invoice and how the Attachments feature works.
You still have to manually append a document to the invoice since the automatic option is currently unavailable. Also, the following file types are the ones you can append on the transaction.
- JPEG
- PNG
- DOC
- XLSX
- CSV
- TIFF
- GIF
- XML
To add an attachment to the invoice, I can help and show the steps. Here's how:
- Open the invoice you’re working on.
- Then, go to the Attachments section and click the Paper clip icon or use the Drag/Drop files option.
- Browse and choose the document you want to append and tap the Open button to continue.
- Once done, the Attach to email box will show and then mark the box include it on the entry.
- Hit the Save and send button.
For more information, the following article provides a complete list of transactions that can a keep document. It contains instructions on how to view all uploaded information. Attachments in QuickBooks Online guide.
Please don’t hesitate to let me know if you need assistance performing any tasks in QBO. I’ll be glad to lend a helping hand. Enjoy the rest of the day.
