I appreciate you for joining this thread, @SNChapman203.
I am happy to guide you in adding attachments to your customer's notes.
First, you have to use a 3rd party app like Microsoft Word or any document creation tool. Next, combine all the necessary information into one document. Then, you can directly attach it to your customer's notes by:
- Click Sales, then select Customer.
- Choose the customer you want to add an attachment with and click Edit.
- Scroll down to Notes and attachments tab.
- Click Add attachment, locate your saved document, and click Save.
Please make sure that the document has a maximum file size of 20 MB, and with file types such as PDF, JPEG, PNG, DOC, XLSX, CSV, TIFF, GIF, or XML.
Moreover, you can manage the attachments you added by following this article: Add or delete attachments in QBO.
Feel free to hit the Reply button if you have more questions about adding attachments to customer notes or any other QBO-related concerns. It's my pleasure to help.
