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Level 1

How can a product/service and an attachment be added to the invoice template? We bill for the same item each year with a W-9 attached and have to manually add these.

We send over 1,000 invoices yearly for the same product/service and also have to send out a W-9 attachment. Is there any way to add these to the invoice template so we don't have to select the service/product and add the attachment each invoice?
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How can a product/service and an attachment be added to the invoice template? We bill for the same item each year with a W-9 attached and have to manually add these.

Hello there, @narmdirector.

 

I appreciate you for getting in touch with us about the feature you need in QuickBooks. Let me provide some information about entering invoices. 

 

I know that entering the same items and attachment to multiple invoices takes time. However, the ability to include this information directly to the template is unavailable.

 

Since you need to send over 1000 invoices, I recommend you visit our Apps Center. You can search for third-party applications integrated with QuickBooks to help enter the data.

 

Here's how:

 

  1. Log in to your QuickBooks account.
  2. On the left navigation bar, click Apps.
  3. Use the search field to look for an app. 

I appreciate your input on this feature. As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

 

I've also attached an article you can use to learn more about how to personalize invoices in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let me know if you need anything else. The Community and I will be here to help you.

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