QuickBooks Team

Reports and accounting

I appreciated adding more information about the issue, dlscornett.


Based on the details, we’ll have to configure the Email options for all sales forms settings to attach the invoice. Let me help you perform this task in your company.

 

  1. Go to the Gear icon at the top to select Account and Settings under Your Company.
  2. Tap the Sales menu on the left panel and click the Pencil icon for Online delivery.
  3. From there, tick the radio button for Show full details in email and mark the box for PDF Attached.online delivery.png
  4. Click Save and Done.

For additional resources, this guide provides information on how to print invoices or get a link to share with customers. It also contains links to other processes you can do when using the Invoice feature: Create invoices in QuickBooks Online. 


Don’t hesitate to let me know if you still need help with QuickBooks. I’ll be glad to assist further. Have a great day ahead.