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gustavo6
Level 1

My invoice doesn't attach the file PDF invoice.

Each time when we generate a new invoice, when I click send, My customer received the email but missing the PDF attachment of the invoice. problem since 8-30-21 QuickBooks online has not resolved.
8 Comments 8
Charies_M
Moderator

My invoice doesn't attach the file PDF invoice.

Let's get this working, gustavo6.

 

The missing PDF attachments to invoices can be fixed by making sure that the PDF Attached option is enabled from the Online delivery section of your Accounts and Settings. This way, the invoice PDF attachment will show up on your customer's email.

 

To do that:

  1. Click on the Gear icon at the top.
  2. Press on Accounts and Settings.
  3. Refer to the Sales tab.
  4. Tick on the pencil icon beside Online delivery.
  5. Make sure to put a check-mark on the PDF Attached box.
  6. Hit on Save

Learn more about the different file types that you can attach to any transactions in QBO, together with things that you need to know when emailing them, please see these links below:

You can view the uploaded attachments under the All list page. Attachments will display as a file when you visit the invoice created and not a preview.


Here’s how to view the attachments:

  1. Go to the Gear icon.
  2. Select All Lists.
  3. Choose Attachments.
  4. On the Attachments page, you can find the details of your uploaded file and the transaction created.

Let me know how it goes or if you ran into a different situation by adding a reply below. I'd be happy to help.

Charies_M
Moderator

My invoice doesn't attach the file PDF invoice.

Hi gustavo6,


Hope you’re doing great. I wanted to see how everything is going about the missing PDF attachment to your invoice that you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

Lisam-HFG
Level 1

My invoice doesn't attach the file PDF invoice.

I keep doing the steps described in this post and it keeps "unchecking"  I never know if it is attaching the PDF or not.  Customers are getting frustrated because sometimes the invoice PDF is attached and some times it is not.  Why will it not stay checked after I have saved it - MULTIPLE TIMES!  I check this setting every morning now, but sometimes it "unchecks" in the middle of the day - no rhyme nor reason to it - SOOOO ANNOYING!

TirzahC
QuickBooks Team

My invoice doesn't attach the file PDF invoice.

I understand your frustration and Please know that this isn’t the kind of service we want you to experience in attaching the PDF, Lisam-HFG.
 

For more details about the different file types that you can attach to any transactions in QBO, please see this link: 

 


If you have other concerns about attaching PDF invoices in QuickBooks, feel free to let us know. We'll be around to help you more. Stay safe and well!

CelticScott
Level 1

My invoice doesn't attach the file PDF invoice.

I’m using the 2019 Mac version. I have had no issue attaching the PDF and emailing for years. Yesterday it stopped attaching. I don’t know how to resolve. I don’t seem to have a gear icon and so I can’t remedy with these steps. It said something about the email needing to be fixed as a prompt from QB?

Jovychris_A
Moderator

My invoice doesn't attach the file PDF invoice.

Hi @CelticScott. I understand how beneficial it is to include PDF attachments when sending invoice emails.

 

I can share a few insights on how to keep your PDF attached when sending invoices again.

 

Usually, PDF attachments will be missing when your email gets disconnected from QuickBooks. In your case, I suggest checking and connecting it to track emails in QuickBooks Desktop for Mac. That may be why you get about a prompt message in QuickBooks that the email needs to be fixed.

 

Once everything looks good, see if you can send the invoice with the PDF attached to the form.

 

In addition, let's ensure to update your QuickBooks for Mac 2019 to the latest release version. This helps fix common QuickBooks errors and issue like the inability to send an invoice as an email.

 

Here's how:

  1. From the QuickBooks▼ drop-down menu, select Check for QuickBooks Updates.
  2. If a newer version is available, click Install Update.
  3. When prompted, choose Install and Relaunch.
  4. When the update is complete, QuickBooks for Mac automatically opens.

 

I've added this helpful website consisting videos, articles, and advice when using QuickBooks Desktop Mac. You can browse the Intuit QuickBooks for Mac Little Square.

 

I'll stand by here to assist you if you have any other questions or concerns about PDF attachments when sending your customer invoices. Just leave a reply below. Take care always!

CelticScott
Level 1

My invoice doesn't attach the file PDF invoice.

Thank you so much. 
when I use the default it doesn’t attach still. My default is MAIL on Mac. As I said no issue with this until yesterday. Is there another way to reconnect the email?

MirriamM
Moderator

My invoice doesn't attach the file PDF invoice.

Hi there, @CelticScott. Thanks for providing detailed information about what happens when emailing your forms.

 

There has been a reported issue about PDFs not attaching to sent emails in QuickBooks Desktop for Mac, and our engineering team is currently investigating this behaviour. While they do, I suggest saving your Invoice as a PDF first, then manually attaching it to your email app before sending it.

 

I also suggest contacting our Customer Care Support team so they can add you to our notification list. Once more information becomes available, we'll email you.

 

To reach them, here's how:

 

  1. On your QuickBooks account, go to the Help menu at the top.
  2. Select QuickBooks Help
  3. Choose Contact Us
  4. Enter the issue or topic in the field box like PDFs will not attach to sent emails in QuickBooks Desktop Mac
  5. Follow the onscreen instructions.

 

You can also check out this link for more information on contacting them: Contact QuickBooks Desktop support. Ensure to review their support hours to know when agents are available.

 

If you need other help, please let me know. I'll be around to guide you further. Have a great day.

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