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Experienced Member

Can I add an attachment to bulk emailed invoices in QB 2018 Desktop? I am emailing over 400 invoices and need to have the same attachment included with each email.

I see that I can specify to email invoice and attachment but that option is only available if I manually email each invoice individually.  I need to be able to batch email all of the invoices.
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Best answer a month ago

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QuickBooks Team

Re: Can I add an attachment to bulk emailed invoices in QB 2018 Desktop? I am emailing over 400 i...

Yes, you can, @ashaw1.

 

You'll just have to select Send forms from the File menu and add attachment from there. Let me show you how:

  1. Go to the File menu.
  2. Select Send forms.
  3. Select the invoices you want to send and add an attachment.

Here's an image for your reference. 1.png

In case you want to learn how to export your chart of accounts to MS Excel spreadsheet. You can check this article for reference: Import or export MS Excel files.

 

If you have any other concerns, feel free to leave a comment below. I'll be here to help.

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Re: Can I add an attachment to bulk emailed invoices in QB 2018 Desktop? I am emailing over 400 i...

Yes, you can, @ashaw1.

 

You'll just have to select Send forms from the File menu and add attachment from there. Let me show you how:

  1. Go to the File menu.
  2. Select Send forms.
  3. Select the invoices you want to send and add an attachment.

Here's an image for your reference. 1.png

In case you want to learn how to export your chart of accounts to MS Excel spreadsheet. You can check this article for reference: Import or export MS Excel files.

 

If you have any other concerns, feel free to leave a comment below. I'll be here to help.

View solution in original post

Experienced Member

Re: Can I add an attachment to bulk emailed invoices in QB 2018 Desktop? I am emailing over 400 i...

PERFECT!  Thank you!

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