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laurielarusso
Level 1

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

Normally, a PDF of the invoice is attached to my invoice emails. Today, my first email had invoice attached but the second two didn't.
9 Comments 9
dlscornett
Level 2

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

Same here.  No invoice attached to email.  Mine started last night.  

dlscornett
Level 2

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

This answer on another post will be helpful for you IDK why the system changed all of a sudden. 

 

https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/i-send-my-invoices-as-a-pdf...

IamjuViel
QuickBooks Team

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

Hello, @laurielarusso.

 

Let me help you isolate this unexpected behavior when sending your invoices. 

 

First, let's make sure your account is set up properly. Here's how:

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Hover to the Sales menu.
  4. Scroll down to the Online Delivery section.
  5. Make sure to mark the PDF Attached tick box.
  6. Click the Save button.
  7. Hit Done

Also, you'd want to make sure that the specific invoice template you're using is set properly. Here's how:

  1. Hover to the Gear icon.
  2. Select Custom form styles.
  3. Choose the Emails tab.
  4. Make sure to mark the PDF Attached tick box in the How your invoice appears in the emails section. 78.GIF
  5. Click Done.

Once completed, you can try creating a sample invoice and send it to your personal email.

 

Get back to us here if you have other questions about emailing your invoices and other sales forms from QuickBooks. I'm always here to help.

ponderconsulting
Level 1

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

Can you please stop doing this, @IamjuViel (Quickbooks)? It's beyond annoying.

QFP
Level 3

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

This does not answer the question and does not help users using the Desktop version. Please pay better attention before responding.

 

User 24
Level 1

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

I am experiencing the same issue for the last two weeks now. Have contacted technical support and unfortunately my calls get routed to India (level 1 support) and no follow up calls or resolution has been presented to me yet.  Even thought I have followed all online delivering settings and invoices designs on this platform.  

 

Quickbooks Technical Support:  Poor

 

GebelAlainaM
QuickBooks Team

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

I appreciate you joining the thread, @User 24.

I understand the urgency of getting the issue fix as soon as possible. It's my pleasure to help you and provide information on how you can handle your payroll concern in QuickBooks Online (QBO).

If you've already check the Account and Settings and as well as the custom form style if the PDF Attached feature is activated and still get the same concern. With this, I suggest getting in touch with our live support team as they have the necessary tools to look at your account safely and securely. You can provide the case number if you have it handy so they can look over your interaction with the previous agent and provide update.

Here's how:
 

 

  1. On your company file, go to Help menu.
  2. Select Contact Us.
  3. Enter your concern, then select Let's talk.
  4. Choose a way to connect with us:

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.
     

You can refer to this article for more details about the support schedule: QuickBooks Online Support.

Furthermore, I'm attaching this link for future reference in personalizing your sales forms and managing invoice payments in QBO:
 

Keep me updated if you have follow-up questions, especially with managing your sales transactions in QuickBooks. I'm always here to help you.

SPCCC
Level 1

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

I am having this same issue but in QuickBooks desktop.  Can you help me?

RogelioL
QuickBooks Team

Why did QuickBooks stop attaching PDFs of my invoices to my emails?

Let me help you attach files to your transactions in QuickBooks Desktop, @SPCCC.

 

To start, are you trying to send a transaction with attached files? If so, please follow the steps I've provided below:

  1. Open QuickBooks Desktop.
  2. Create or open the transaction you want to send.
  3. Click the Attach File button (usually represented by a paperclip icon) in the transaction window.
  4. Select the file you want to attach (e.g., a PDF, Word document, or image).
  5. Click Add to attach the file.

Now, the attached file will be included when you send the transaction. For further details, please refer to this article.: Attach documents to transactions in QuickBooks Desktop.

 

However, if you can't email a transaction with attachments, please refer to the last instruction of this article: QuickBooks Document Center: FAQs and Common Issues.

 

If the issue persists, I suggest contacting our QuickBooks Desktop Support Team. They have the necessary tools and expertise to investigate this further.

 

Additionally, you can check out this article to learn how to use QuickBooks Scan Manager: QuickBooks Scan Manager.

 

Let me know if you have further concerns about attaching files to your transactions. Keep safe.

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