How do I email supporting attachments with an invoice in new QBO invoice formats?

Hi there, Andrew. I have an update for you about this feature in QuickBooks Online (QBO).

QuickBooks Online constantly makes changes for a better experience. Our developers keep searching for ways to improve the program’s features to help and make your navigation easier. In the new format of QuickBooks Online (QBO) invoices, the option to email supporting attachments along with the invoice is no longer available. The new format only includes a PDF of the invoice itself in the email. 

If you still have the option to go back to the old layout, you can still see the “attach to email” box in your invoice. On the other hand, I recommend providing feedback to the QuickBooks Online support team or submitting a feature request. They value customer feedback and suggestions, and it's possible that they may consider reintroducing this feature based on user demand.

Here's how: 

1. Sign in to your company.
2. Go to the Gear icon.
3. Choose Feedback.
4. Enter your comments in the description box.
5. Click Next to submit your inputs.

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.

Moreover, please see this article for more details on the various file types that you can attach to any transaction in QuickBooks, as well as factors to keep in mind while emailing them: Attachments in QuickBooks Online.

You can always reply or reach out to us again if you need anything else about this issue about attachments in QBO.

Thanks for the reply, but that is disappointing news. Definitely not an improvement in my book. I provided feedback to add this functionality back. If anyone else is reading this, please do the same!!

I have the same issue and have searched everywhere to try to find out what happened when I found this question. I had chosen to go back to the old format but it has changed back to the new and not given me the option again. When this update was done it also changed some of my settings and I'm having to go back and try to find those again. I do not like this update and I do not like that we don't have the option to choose to attach the pdf to the email. My clients don't want the copy of the invoice. They want the attachment that I provide. 

Furthermore.... I don't see the attachment as being visable when you click the link from the email to the customer. So.... what good does it do to attach a supporting document to send to the customer? Am I missing something? Seriously?

Thank you Andrew for the question and Abigel for the precise answer. 

Agree with Andrew. This is not an improvement but so many steps backwards. The supporting documents are important to justify the invoices. The attachments are more for customers than us. What will I do looking at the documents when I still need to send it out with physical email.

The feature was simply working, there was no need to take it out. I've also provided the feedback. Hopefully QBO team listens quickly. 

Agree with everyone here. This feature is crucial to our businesses invoicing as we are in logistics and the customer needs these support documents to complete billing. Trying to match up these documents with the invoices separately through sending a follow up email is clunky, inconvenient and opens the door for information to be missed and payment delays for our business. This is a major setback and we will have to find something else if Quickbooks does address it. 

Hi i still can attach the files to my invoice but the system doesn’t attach the files to email i sent with the invoice !!!! If this is the new future i will stop using QuickBooks immediately !!!!! In my business i will not get paid if i don’t send all paperwork with proof of deliveries !!!!

Hi there, @Evgeni78.

I understand the importance of adding attachments to invoices to your customer emails. Currently, an ongoing investigation is taking place regarding the need to attach and send documents when sending invoices using the new system. Rest assured, our engineers are aware of this issue and are working to deploy this fix as soon as possible. To be notified about the resolution status, I recommend contacting our Customer Care Support team. This way, you'll be added to the list of affected users. Please provide your name, updated email address, and the investigation number (INV-93532) to receive email updates only when interacting with our live support.

Here's how:

1. Head to this link: Contact Us.
2. Select QuickBooks Online product and click Continue.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

In the meantime, you can use your external email outside of QuickBooks to send the attachment to your customer.

I'd like to include this article to learn how to customize sales forms in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please don't hesitate to reach out if you have any inquiries or issues regarding QuickBooks Online. I'm here to assist you in any way I can. Wishing you a wonderful day!

Have you been able to see the attachment from the customer's link to view the invoice? I haven't. So that means that it doesn't help us in any way to attach the supporting document except that it is stored there for us to see. It doesn't get to the customer. I'm having to send the invoice to myself then attach the supporting document and send to the customer. Every extra step like that just opens the door for errors and consumes more of my time. 

It appears that this feature is fixed. I ran a test on Friday and it seems to be working with the check box to attach pdf like the old version. We will know for sure on Monday when we do billing. Fingers crossed.

I agree with Andrew, that defeats the purpose of uploading attachments to the transactions. I have a lot of Customers that prefer that I send their invoices via email rather than through QuickBooks so I am having to do a lot of printing and scanning. 

Hello E,

Did the solution work for you?

We were recently forced to use the new invoice format and are running into the same issue; the section to upload an attachment to my invoice remains, but no matter the file type or size (.pdf of 61kb), I receive an error message stating "we are unable to upload this type of file". Has anyone come across this and found a solution?

Hello there, Sibyl.

I'll be providing details on how adding attachments works in QuickBooks Online. Let's also perform troubleshooting steps to ensure you can process this to your invoice without an error message.

To begin with, I recommend double-checking the file format by right-clicking on it and choosing Properties. Then, verify the file extension to see if it's actually a PDF. If not, you'll need to convert it to one of the accepted formats: PDF, JPEG, JPG, GIF, or PNG. 

If the issue persists, you have to open your QBO account in a private browser. Then, upload an attachment to your invoice from there. This is to rule out the possibility of a webpage issue that might cause you to display an incorrect company name in your report.

Use these keyboard shortcuts based on the browser you're using:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above don't work, use another supported browser as an alternative.

In case you need steps on how to view different statuses of your sales transactions, like open and paid invoices, you can read this article: View sales transactions.

If you have further questions or concerns about managing attachments in QBO, you can add comment below. I'm always around to help, Sibyl. Have a good one.