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Just noticed when emailing a proposal the attachment with descriptions is no longer attached, all customer gets is the numbers.

 
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Just noticed when emailing a proposal the attachment with descriptions is no longer attached, all customer gets is the numbers.

Hi @mnlandscapes,

 

Welcome to the QuickBooks family. Let me assist you with emailing transactions in QuickBooks Online.

 

When adding attachments, please make sure to mark the Attach to email checkbox. This way, we'll be able to ensure your customer will receive the proposal via email.

 

Here's how:

 

  1. Create or open the existing transaction.
  2. Enter the necessary information.
  3. Add the attachment.
  4. Put a checkmark on the box beside Attach to email.
  5. Press Save and send
  6. Hit Send and close.

For more information, as well as the list of supported file types for attachments, I recommend the following article: Attachments in QuickBooks Online.

 

Please let me know if you need anything else. The Community and I will be here to help you.

 

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