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HOW DO I ATTACH DOCUMENTS TO INVOICE

 
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Best answer 09-26-2019

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Moderator

Attaching documents to an invoice is easy, griffingr. On...

Attaching documents to an invoice is easy, griffingr.

 

  1. On the Invoice page, click Attachments.
  2. Browse the file you want to add, then click Open to add.
  3. You can also check the Attach to email box, it will send the attachment to the customer along with the invoice details.
  4. Click Save and send.

You can add more than one attachment as long as it doesn't exceed 25MB. You can check this article to learn more about attachments in QBO: https://quickbooks.intuit.com/learn-support/en-us/customer-refunds-and-credits/attachments-in-quickb....

 

I have attached a screenshot below for your reference. Leave a comment if you have additional questions.

View solution in original post

7 Comments
Moderator

Attaching documents to an invoice is easy, griffingr. On...

Attaching documents to an invoice is easy, griffingr.

 

  1. On the Invoice page, click Attachments.
  2. Browse the file you want to add, then click Open to add.
  3. You can also check the Attach to email box, it will send the attachment to the customer along with the invoice details.
  4. Click Save and send.

You can add more than one attachment as long as it doesn't exceed 25MB. You can check this article to learn more about attachments in QBO: https://quickbooks.intuit.com/learn-support/en-us/customer-refunds-and-credits/attachments-in-quickb....

 

I have attached a screenshot below for your reference. Leave a comment if you have additional questions.

View solution in original post

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Thanks IntuitMaryL  .How didn't I see that, duhh , which...

Thanks IntuitMaryL  .How didn't I see that, duhh , which leads me to my next question , how do I set up the printer & and scan/attach from it.
Moderator

You're welcome, griffingr. You might want to check with...

You're welcome, griffingr.

You might want to check with your printer provider on how to set it up to print invoices from QB. If you're looking into printing the invoice together with the attachments, that's unavailable. You'll need to open the attachments one by one to print it.
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Yea , on my last quickbooks programme the attach tab woul...

Yea , on my last quickbooks programme the attach tab would lead me to the scanner on the printer where  I could upload the scanned documents to the invoice and send them together which was very handy.
Moderator

I can see how this can be helpful, griffingr. I take it...

I can see how this can be helpful, griffingr.

I take it you used QuickBooks Desktop before. I'll surely send this feedback to our product engineers.
Not applicable

Attaching doc to invoice

Hi:

 

When I create an invoice to a customer that I am going to email the invoice. The email box is "checked". But, after I attach a document to this, the "Email" box unchecks. What settings do I need to change to stop the email box from unchecking. 

Thanks

S. Winn

QuickBooks Team

Re: Attaching doc to invoice

Hi S. Winn!

 

The Invoice page on QuickBooks Online has no “Email” checkbox. What it has are the Send later and Attach to email checkboxes. On the other hand, the QuickBooks Desktop has an Email Later checkbox on its Invoice page. I’m wondering which QuickBooks are you using.

 

If you’re on QuickBooks Online, you can do the basic browser troubleshooting steps to see if these resolve the behavior of the checkbox. We’ll start by using a private browser to stop your cache from saving new data.

 

  1. Log in to QuickBooks in a private window.
  2. Open an invoice, and attach a screenshot to see if this unchecks to Email checkbox or not.

If the checkmark remains, you can go back to your regular browser and clear its cache. If it’s the same thing, please use other browsers to isolate the case.

 

If you’re on QuickBooks Desktop, you can reset the QuickBooks update to start everything fresh. This way of updating the software resolves minor issues in it.

 

  1. Click on Help and choose Update QuickBooks Desktop.
  2. Click the Update Now tab.
  3. Put a checkmark in the Reset Update checkbox.
  4. Click Get Updates.

You can find more information about updating QuickBooks in this article: Update to the latest release of QuickBooks Desktop.

 

Feel free to share us an update after you do the steps above.