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Hunter P
Level 1

Invoice attachments

I am trying to include an additional .xlsx attachment to invoices. Normally, you can upload the attachment and check a box to include when sending the invoice via email. I can only upload an attachment but no check box. Any ideas what's going on?

5 Comments 5
MadelynC
Moderator

Invoice attachments

I’ve got an update for you, @Hunter P.


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.


As long as your document or attachment is added successfully, your customers can still see it. You can read this reference to learn more about managing attachments: Attachments in QuickBooks Online.


I’ve added this guide in case you‘d like to add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. It includes instructions about changing email messages and setting a default custom template.


If you have any other questions or concerns besides attachments, please don’t hesitate to add a comment below. I’ll be here. Have a great day, and always take care!

dupolis
Level 1

Invoice attachments

Where does the customer see them?

 

I have the same problem

 

see attached, no more "attach to email" box

 

The email does not have the attachment?

Carneil_C
QuickBooks Team

Invoice attachments

I appreciate your effort in paying attention to the details given by my colleague, @dupolis

 

I'd also get frustrated if I also encountered this issue with the "attach to email" box in invoice attachments. I'm here to share some workarounds and information to help sort this out.

 

As provided by my colleague above, your customer will see the document or attachment as long as you’ve attach it successfully.  You’ll want to ensure that the files are attached first before you can see the “attach to email” box in your invoice. 

 

Please see this sample screenshot for reference:

 

You can also try deleting and recreating the invoice and adding the attachment again to see if the box will show up.

 

Otherwise, this could also be a browser-related issue. We can fix this by running some basic troubleshooting steps.

 

I suggest performing the steps through a private window. It's the best place to check browser-related issues while working with QuickBooks. To save you time, use either of these keyboard shortcuts:
 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 
If it works fine, you can go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the results.

 

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. We're always here to guide and assist whenever you need help. Have a good one!

apm-carrie
Level 1

Invoice attachments

We are having attachments disappear from invoices after we have added them, then they are missing when we go to look for them later, using QBO

JessT
Moderator

Invoice attachments

Thank you for joining the conversation, apm-carrie.

 

I notice that my colleagues have already given the initial troubleshooting steps to fix the problem with the missing attachments. If you haven't already, please follow Carneil_C's instructions. However, if they don't solve the issue, it would be best to reach out to our QBO Support so they can use additional tools to investigate the problem further. The support team is available from 6 AM to 6 PM PT.

 

  1. Go to the Gear icon.
  2. Choose the Search tab and click Contact Us at the bottom.
  3. Enter a sentence or two to describe the issue and click Continue.
  4. Choose Chat or Callback.

 

If you have any more questions or need further assistance, don't hesitate to reach out. I'm just around to continue helping you.

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