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Hi there, @mattm.
To attach an image to an estimate or an invoice in QuickBooks Online is very easy. Please follow these steps below.
You can also add or attach an image to any transactions you have. Here’s how:
That's it. You now know how to add attachments in QuickBooks Online. You can also check this article for additional information on how to view all uploaded attachments:Attachments in QuickBooks Online.
Don’t hesitate to reach us again if you need additional assistance. I’ll be here anytime. Have a great day!
When you attach an image or file in an estimate, when you send the email it does note seem to organize these attachments in a specific order I have tired numbering the files or adding the files as I would like them organized in the email and each time they send in a random order. How can I organize these attachments.
I'd like to share how it works, 1231 4573 0795 804.
QuickBooks Online organizes the attachments randomly. We're unable to change or organize them by alphabet or numbers.
You may want to send feedback. It will help us know your insights and ideas. Just click the Gear icon and select Feedback.
I'll add an article on how to convert an estimate into an invoice once your customers approve the quote.
If you have further questions, please don't hesitate to click the Reply button. Take care!
Okay, QuickBooks support - I will throw in a supplemental question to the original question - whenever I add photos to estimates or invoices, the photos fall off and disappear after a specific amount of time. It's super frustrating. Is there a setting to keep them on the estimate or invoice indefinitely??
Welcome to the QuickBooks Community, @Skottydawg1. Let me assist you with the attachments to your invoices and estimates.
At times, QuickBooks Online encounters unexpected behavior, such as files automatically detaching from transactions due to accumulated cache and cookies. In the meantime, I recommend using a private browsing window that doesn't store files. Browsers use cache and cookies to load web pages faster.
To open an incognito window, you can refer to these keyboard shortcuts:
If you can now attach your images without disappearing in a specific time, consider returning to your regular browser and clearing its cache and cookies.
If you still have the same result, I suggest utilizing another supported browser. It can help us identify if the issue is specific to your current browser.
Moreover, you can check this article to learn more about attachments: Add or delete attachments in QuickBooks Online.
Let me know if you still have questions about your attachments. Have a great day, and take care.
I understand the route you are trying to take me. However, the problem persits across all platforms (desktop PC, Mac laptop, my android phone, my wife's Apple phone). So, it's definitely not a cache issue. It's also not a slow running app issue, either. I never said it was running slow. The problem is: My legacy (older) records (both estimates and invoices) literally disappear over a specific amount of time. Is there a setting that I can use to cause QB to keep them indefinitely?
Gah! Correction: to keep PHOTOS from falling off. NOT estimates and invoices. Sorry. It's morning!
Thanks for revisiting the thread, Skotty. I'll share an overview of attachments in QBO and then connect you with the appropriate support team to investigate your concern further.
In QuickBooks Online (QBO), once you upload an attachment to your invoices or estimates, it remains accessible in your transactions. There's no need to change any settings to keep them indefinitely. You may check the Attachments folder to verify if your missing photos/files are stored there. Please refer to the steps below:
Additionally, the maximum file size for attachments is 20 MB. Check out this article for more information: Add or delete attachments in QuickBooks Online.
If the photos are still missing, I suggest contacting our Customer Support Team. They have the tools to access your account, trace the root cause of why your data disappears after a certain period, and provide a resolution.
Support Hours is available for Plus, Essentials, Simple Start M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.
For Advanced, any time, any day.
I'll be around if you have additional questions about managing your invoices. Skotty.
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