Is there a way to set up the estimate so that our terms and conditions attachment will automatically be included without having to attach it each time we send the email?

Hello, @bigbendtreeservi.

Thanks for reaching out to the Community. 

At this time, QuickBooks Online doesn't have the ability to have attachments included to an email automatically. However, I do see how this would be beneficial for you and your business. If you'd like, I can submit feedback to our product development team, so this could be included in a future update. 

Please let me know if you have further questions or concerns. You can always reach out to the Community or me anytime you need assistance. Take care! 

@bigbendtreeservi 

You need a 3rd party app to do so.

I'm also looking for this same functionality but automatically attaching Ts & Cs to both Estimates and Invoices.

This initial query was made in 2020 but I still can't see it as an option now, 3 years later. Has this been added to the roadmap?

It's nice to have you here, Lorna. We value your business and are committed to providing the best possible service.

The ability to automatically attach terms and conditions to your estimates and invoice is currently unavailable. 

Alternatively, we can manually attach documents to your invoice using the attachment feature in QuickBooks Online. Here's how to attach files on the Attachments page:

1. Go to the Gear icon and select Attachments.
2. Click the Attachments icon to open the files.
3. Hold the CTRL button on your keyboard and select the items to upload.
4. Once everything is set, release the CTRL button and hit Open.

To attach documents on transactions:

1. Open any income or expense transactions in QBO.
2. At the bottom click the Attachments icon.
3. Do steps 3 and 4 from the instruction above.
4. Make sure to click the Attach to email option.

Learn more about this Attachments feature by checking out this article: Attachments in QuickBooks Online.

Being able to attach documents to your sales transactions automatically would be awesome. You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

Here's how:

1. Select the Gear icon at the top, then Feedback
2. Enter your comments or product suggestions then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
4. From the drop-down, choose the appropriate category, then select Send message.

For tips and other resources, you can visit our website for future reference: Self-help articles.

Let me know if you need further help with attachments or other QuickBooks topics in the comment. I'm always here to help you. Have a wonderful day!