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pvermont
Level 1

I used to attach expense receipt images to emails sent to customers in QBO. I can't seem to find the equivalent in the newest invoice editor. Is this feature gone?

Or must I now manually add receipts to invoices? I'm sure I'm missing something. Thanks for your help!
3 Comments 3
ErwinQ
QuickBooks Team

I used to attach expense receipt images to emails sent to customers in QBO. I can't seem to find the equivalent in the newest invoice editor. Is this feature gone?

I'm here to provide some insights when attaching the receipt to the new invoice email, @pvermont.

 

Upon checking, I found an ongoing investigation (INV-104943) into the conversion of billable expenses into invoices in QuickBooks Online (QBO), which will not include the bill attachment.

 

Please know that our engineers are working to fix the issue as soon as possible. With this, I recommend contacting our support team so you'll be added to the list of affected users and receive email updates.

 

Here's how:

 

  1. On your QuickBooks Online, click on Help (?).
  2. Click either tab to get started: Assistant or Talk to Human.
  3. Search Contact Us,  then Start a chat with a support expert.

 

However, if you're referring to attaching only the specific attachment to your invoice, make sure to tick the Attach to Email option at the bottom of your invoice. This will ensure that it's included when sending an email.

 

I've added screenshot for a better reference:

 

 

You can check this out to track and record receipts from vendors: Upload your receipts to QuickBooks Online.

If you have more concerns related to attaching the receipt in QBO, don't hesitate to come back to this post by leaving a reply. We're always here to help. Have a great day!

EG_
Level 1

I used to attach expense receipt images to emails sent to customers in QBO. I can't seem to find the equivalent in the newest invoice editor. Is this feature gone?

This reply isn't helpful at all. Why take a basic feature away? This is one of the only reasons I use this software. What is the point of paying a monthly fee if you can't do simple and basic processes?

pvermont
Level 1

I used to attach expense receipt images to emails sent to customers in QBO. I can't seem to find the equivalent in the newest invoice editor. Is this feature gone?

Same. HUGE time saver, gone. I had to move our receipts/expenses workflow elsewhere which was too bad and a lot of effort and isn't integrated well. I chatted with Tech Support. They said I'd get an update by 5/28. The update was that they had no update. Intuit, please inform the product managers that decided to ship the new invoices feature without matching capabilities with the old invoices feature has turned satisfied clients into dissatisfied clients. You could have left the old one up until the feature set was built.

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