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How do I attach a file to the invoice prior to emailing said invoice?

 
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QuickBooks Team

How do I attach a file to the invoice prior to emailing said invoice?

Hi, eyeclp. 

 

Thanks for dropping by, I'm happy to help. You can attach files on your invoices with a maximum file size of 20MB. Also, there are a few file types accepted in QuickBooks. These include:

  • PDF
  • JPEG
  • PNG
  • DOC
  • XLSX
  • CSV
  • TIFF
  • GIF
  • XML

Also, before sending your invoices, you'll first need to tick on the Attach to email checkbox. It's possible that you sent the invoice directly to your customer.

 

Here's how you can make sure you're attaching the file before sending:

  1. Open the invoice.
  2. Scroll down to the Attachments section.
  3. Make sure the file is completely uploaded.
  4. Tick on the Attach to email checkbox.
  5. Click on Save and Send.

I've provided a screenshot below of a sample file attached to an invoice.

 

I'm also including a few very helpful articles for you moving forward:

If you have any other questions, please don't hesitate to post below. Thank you and have a lovely day. 

 

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