How do I attach my W9 to my invoice when sending to a client?

Hi there, @witherjd.

I know that being able to attach your W-9 to a client is important. I want to make sure you have the information on how you can go about doing this. What I can recommend is to export the invoice. Then, manually send it to your customers outside of QuickBooks Self-Employed. You can attach your W-9 to the email. 

Here's how to export:

1. Go to the Invoices tab.
2. Click the drop-down arrow under the Action column.
3. Select Export as PDF.

More details about creating and managing invoices are thoroughly discussed in this article: Create an invoice in QuickBooks Self-Employed.

I'll ensure to send feedback or a feature request about being able to add an attachment to invoices. Our engineers review all the feedback we receive to ensure we’re meeting the needs of our customers. You can also share your thoughts and ideas through your account. 

Here's how you can leave feedback:

1. Select the Assistant feature.
2. Type and enter "feedback" into the chat box.
3. Follow the prompts to leave feedback.

If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have a wonderful day!

Not helpful. Already know how to work outside of Quickbooks. Basically no way to attach W9 within QB Software or service

Not helpful. Already know how to work outside of Quickbooks. Basically no way to attach W9 within QB Software or service

What I do - when I'm creating the invoice, in the bottom left corner I "attach" my W9 there and click on "Attach to email" so it sends it with the invoice. Hope this helps?

Automatically add the W9 to every invoice please.

We put our EIN on our invoices but some people can't seem to figure that out...sigh... and demand a W9 and want a new copy every year (massive eye roll). It would be great if QBO would automatically attach a current W9 to the first invoice sent out of Quickbooks each year to each customer.

Or if that is too complicated just include it with every invoice.

Every little bit helps fight the deluge of death by 1,000 cuts.

Please Intuit you are my only hope, help me stop the bleeding. 

I appreciate you for following up on this thread, @AaronEME.

Currently, the option to attach your IRS W-9 form to an invoice isn't yet available in QuickBooks Self-Employed. In the meantime, you'll need to manually attach it. That said, I'd recommend doing the workaround shared in this thread by my colleague @LieraMarie_A,  if you haven't tried it yet.

I understand the convenience of automatically attaching the form to an invoice, as it can be a time saver. I also recognize the benefit it can give to your business and others. With this, I'll route you to a page where you can post feature suggestions. Rest assured, our product engineers will consider this request, so it could be added soon.

Here’s how:

1. Go to the Gear icon and then choose Feedback. 
2. Enter your concern in the box. 
3. Click Next. 

You'll want to track your suggestion through this website. Please know that this feedback will be sent to our Product Development team to help improve your experience in QuickBooks.

To learn how to customize your invoices in QBSE, you can visit this link. This way, you're able to personalize them to suit to your business needs and make them more appealing to your customers.

For reference, you can check out this link to manage your customer statements, payments, sales forms, and other related matters.

I'm willing to listen if you have other concerns about the features or handling customer invoices. I'm here whenever you need more help. Keep safe.

Is there an update on this now that we're in 2024? Is there a way to attach a W-9 to all invoices in any QBO product (i.e., Advanced)? I see the attach area in each invoice; this request is making it standard/default so that it goes out with every invoice.