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userjcrabtree
Level 3

Attachments not uploading for an invoice. Trying to upload a PDF I have used both chrome and safari and had the same issue

 
3 Comments 3
DebSheenD
QuickBooks Team

Attachments not uploading for an invoice. Trying to upload a PDF I have used both chrome and safari and had the same issue

Hello, userjcrabtree.

Thank you for letting us know the results of the steps you've done.

I understand that you wanted to upload attachments for an invoice. I'll help you achieve this in QuickBooks.

Attachment can't be attached to attachments that can't contain special characters in the file name. Invalid characters can lead to server errors. To avoid these errors, make sure that it contains accepted characters.

Here is a list of accepted characters:

  • Alpha-numeric: A-Z, a-z, 0-9
  • Comma: ,
  • Dot or period: .
  • Question mark: ?
  • At symbol: @
  • Ampersand: &
  • Exclamation point: !
  • Number/pound sign: #
  • Single quote: '
  • Tilde: ~
  • Asterisk: *
  • Space: ( )
  • Underscore: _
  • Minus sign/hyphen: -
  • Semi-colon: ;
  • Plus sign: +

 If you have any special characters in your company name that aren’t listed above, edit the company name:
 

  1. Go to Settings ⚙, then choose Account and Settings.
  2. From the left menu, select Company.
  3. Click Edit ✏️ in the Company Name.
  4. Remove any invalid special characters.
  5. Select Save and then Done.


If you are still getting the same error you can contact our support team to extend our help to check and verify the cause of the error.

For future reference, read through this article to learn more about how to export attachments.

Feel free to reply to this thread if you have other concerns in managing your invoice. I'm always here to help. Take care!

 

cbruceuss
Level 1

Attachments not uploading for an invoice. Trying to upload a PDF I have used both chrome and safari and had the same issue

I am having a similar issue. For the past year all invoices that have been scanned and are in the list of attachments would be available in my invoices by clicking on the attachment tab. 

 

Now if I create a invoice and click attachments is only looking for items on my hard drive. Not showing me a option for the attachments I have ALREADY scanned.

TirzahC
QuickBooks Team

Attachments not uploading for an invoice. Trying to upload a PDF I have used both chrome and safari and had the same issue

Thank you for bringing this to our attention, cbruceuss.

 

You should be able to add an attachment to your invoices from the Attachments section. If not, I recommend adding up the file using a private window. In most cases, unexpected behavior while working with QuickBooks is caused by too much cache stock on the regular browser you're using.

 

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, I recommend going back to your original browser, then clear its cache to start fresh. You can also use other supported browsers and have added Intuit as a trusted site to prevent your browser from potentially blocking site content.

 

You can read this article to learn more about attachments: Attachments in QuickBooks Online.

 

If the same thing happens, I recommend contacting our Support team. That way, they can start a screen-sharing session to properly document this case. I know attachments are very important, and with your help, our team can gather a lot of data to identify the root cause of this behavior and prevent further issues. 

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

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