How do I attach a image to a estimate or a invoice

Hi there, @mattm.

To attach an image to an estimate or an invoice in QuickBooks Online is very easy. Please follow these steps below.

1. Select the Plus icon.
2. Choose Estimate or an Invoice.
3. Enter the needed information.
4. At the bottom left of the page, select Attachments.
5. Browse and select the file you want to attach, then click to open.
6. Select to Save and send.

You can also add or attach an image to any transactions you have. Here’s how:

1.     Open the desired transaction.
2.     From the bottom left, select Attachments.
3.     Browse and select the document you want to attach.
4.     Select Open, then Save and close.

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:

• Google Chrome: Press Crtl+Shift+P
• Microsoft Edge & Mozilla Firefox: Crtl+Shift+N
• Safari: Press Command+Shift+N

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:

1. Go to Settings.
2. Select Attachments.
   
   
   
   
3. Locate your missing photos/files. If the image is linked to a specific transaction, it will be indicated in the Links column.
   
   
   

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.

1. Sign in to your QuickBooks Online (QBO) company.
2. Click the Help button.
3. Hover to the Search tab, then select Contact Us.
4. Type in a brief description of your issue.
5. You have the option to choose Callback to request a return phone call.

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.

Invoice is being sent, but no attachment when viewing from the customer end.  Attachment is there when I review before sending, but not attached when email is delivered.  Why can't I view the attachments with my invoices?  

You've joined the right thread, Jean. I'll gladly show you how to ensure attachments are sent and accessible
to your customers in their invoices.

After adding your file from the Add Attachment section when creating an invoice, you'll need to tick the Attach to email box to show the attachment when you send it to your customer email.

Also, to ensure the attachment is accessible and sent with the invoice, tick the Show full details in email option and place a checkmark on the PDF Attached box from the Online Delivery section.

Here's how:

1. Go to the Gear icon and select Account and Settings.
2. Select the Sales tab.
3. Scroll down and click Online Delivery.
4. Tick the Show full details in email and PDF Attached.
   
   
5. After that, click Save, then Done.

For more details about the different file types that you can attach to QuickBooks transactions, together with things you need to know when emailing them, you can read this article: What transactions can keep attachments?

I'll also share this article to help personalize your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online.

In case you need further assistance sending invoices with attachments inside the program, you can also post them here again. We'll make sure to get back to you right away. Take care, and have a nice day!