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nctriangle
April 3, 2021
Question

Why do my invoices no longer include the attachment ?

  • April 3, 2021
  • 8 replies
  • 99 views
No text available

8 replies

Angelyn_T
Angelyn_TModerator
Moderator
April 3, 2021

Hi, @nctriangle.

 

You should be able to add an attachment to your invoices from the Attachments section. If not, I recommend adding up the file using a private window. In most cases, unexpected behavior while working with QuickBooks is caused by too much cache stock on the regular browser you're using.

 

To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P

 

 

If it works, I recommend going back to your original browser, then clear its cache to start fresh. You can also use other supported browsers and have added Intuit as a trusted site to prevent your browser from potentially blocking site content.

 

On the other hand, here's how you can add attachments to your customer and vendor profiles, as well as their transactions.

 

For more hints while working with QuickBooks Online, you can also open the topics from this link: Find QB help articles, video tutorials, and more.

 

Please keep me posted if you have any other questions about adding attachments to your customer's invoices. I'm always here to help. Have a good one!

N
nctriangleAuthor
April 3, 2021

Hi,

 

Thank you for the help.

 

I am referring to the attachment that comes with the same invoice that you are sending out. Some of my customers like to save a copy of each of their monthly invoices for their own personal records.

 

Why did this suddenly go away ?

 

How do I add this option back ?

 

Sincerely,

 

Matt Bowman

JasroV
JasroV
Level 8
April 3, 2021

I appreciate your prompt reply, Matt Bowman.

 

Your customer can Print or Save their invoice to have a monthly copy of their invoice. They can also download the PDF file attached to their invoice. I’ve attached an image below for your visual reference. 

 

If you’re referring to the attachment you added to the invoice. Ensure to put a check inside the box beside the Attach to email. 

 

Moreover, I’m adding this article that you can read for future guidance. This can guide you through the steps on how to uniquely personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me in the loop if you have other concerns managing your invoices or with your QuickBooks Online (QBO) account. I’ll be around ready to help you. Have a great weekend!

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