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funatv
Level 2
posted
‎March 14, 2020 03:47 PM
last updated ‎October 05, 2020 9:08 PM

Multiple document to print with invoice

I have warranty papers and other documents that I get customers to sign with invoice. Is there a way to print invoice and pdf files with quickbooks. Take customer information from quickbooks and populate pdf with customers information.  What do you have to offer to help our business streamline our work? Is there other software that can do this if quickbooks can't do it?

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5 Comments 5
JaneD
Moderator
Moderator
‎March 14, 2020 04:34 PM

Multiple document to print with invoice

Good day, funatv.

 

In QuickBooks, the invoice information includes the customer's name and billing address. At this time, we're unable to take the customer's information on a PDF file.

 

As a workaround, you can search for any third-party applications that will integrate with QuickBooks. Here's the link for reference: https://apps.intuit.com/app/apps/home.

 

If you're referring to printing invoices with attachments, you can download the attached file and save it as a PDF.

 

  1. Open the invoice.
  2. Click on Print or Preview and select Print or Preview.
  3. Select Print and follow the onscreen instruction to print the invoice.
  4. Once done, go back to the invoice and click on the attached file in the Attachments section.
  5. Another tab will open. Then, press the Ctrl + P keys.
  6. Choose Save as PDF from the Destination drop-down arrow.
  7. Click on Save.

You'll learn more through this link about the file types you can attach in QBO: Attachments in QuickBooks Online.

 

It's a great idea to capture signatures on invoices. You can find more information in this article: Capture signatures using the QuickBooks Online app. Your customers can sign the invoice with their fingers.

 

In case you want to design your template for invoices, you can check this article for more details: Import custom form styles for invoices or estimates.

 

You can leave a comment below if you have additional questions. We're always around to help. Have a good one.

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funatv
Level 2
‎March 14, 2020 05:19 PM

Multiple document to print with invoice

Not sure if I was clear. I have 6 documents that I have to print with invoice. Why can't we save them documents to quickbooks. Click print invoice and it prints all of my documents and invoice at same time. This software is supposed to make life easier.

Is there 3rd party software that will do this? Quickbooks seems so limited with it's capabilities.

 

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GraceC
QuickBooks Team
QuickBooks Team
‎March 14, 2020 06:50 PM

Multiple document to print with invoice

Hello there, @funatv.

 

As mentioned by my colleague above, printing your 6 documents with an invoice is unavailable in QuickBooks. You'll need to print it separately.

 

 However, I can pass along another feature request on your behalf to ensure your voice is heard. Our developers make improvements based on customer feedback, so it makes a huge impact.

 

Fill me in if you need help with anything else. I'll be around for you. Have a good day!

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halconaguas
Level 1
‎November 26, 2021 06:05 PM

Multiple document to print with invoice

This has been a feature request for a loooong time. There are lots of conversations about it in the community. Does the Product team have an update on an ETA yet?

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JonpriL
Moderator
Moderator
‎November 26, 2021 07:45 PM

Multiple document to print with invoice

I'm here to share information about printing documents with invoices, @halconaguas.

 

As of the moment, there isn't an integrated way to print documents or an attachment while invoicing your customers. And we're unable to provide the exact turnaround time as to when this feature will be added as part of the program design in QuickBooks Online.

 

While the said option is not yet available, I'm adding this link so you're able to track the status of your request and the other released updates from our developers: Customer Feedback for QuickBooks Online.

 

If there's anything else that I can help you with aside from printing invoices and attachments, please let me know using the Reply option below. I'll surely be around ready to assist you. Stay safe!

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