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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

13 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

Level 1

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.
Level 1

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.
Level 1

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.

Level 1

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

Hey MaryL ,

I have another question for you .

Is it possible for the " job name "  in customers & jobs window to automatically go into the location box on my invoice page ? , it would save me typing it in every time I invoice .

QuickBooks Team

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

That would be a great feature, @griffingr.

 

I'll take note of it. That will surely save more time in creating an invoice. I'd also recommend you visiting our Blog to learn what new updates and features we have. 

 

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day.

Level 2

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

will this only work when emailing the invoice from the create invoice screen? i successfully tested it this way, but I use the Files/send forms/invoices for the vast majority of my invoices, and my test did not work that way. 

am I missing a step to attach to an invoice this way?

Moderator

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

It's possible that you've not turned on the Email Later option, kls46952.

 

This could be the reason why you're unable to email the invoice through the Send Forms window. I'll show you how:

 

  1. Click the Edit menu located at the top menu.
  2. Select Preferences.
  3. Go to the Send Forms tab.
  4. Under the My Preferences tab, select Auto-check "Email Later" checkbox if customer's Preferred Delivery Method is e-mail.
  5. Click OK.

 

Moving forward, all the invoices that needs to be emailed will reflect on the Select Forms To Send window. The invoices you've created prior turning on this option needs to be manually selected the Email Later option in the invoice form.

 

SC 01.JPG

 

If you want to customize this email template, you can use this link to guide you on how to do it: Create custom email templates.

 

Feel free to tag me if I can be of any assistance. Have a great day ahead!

Level 1

Re: HOW DO email ATTACHed DOCUMENTS TO INVOICE

I have QuickBooks Desktop Pro 2019.  I attached a document to an invoice.  In the email dropdown I can't choose the "Invoice and attached files" option.  how do I get this to populate?

QuickBooks Team

Re: HOW DO email ATTACHed DOCUMENTS TO INVOICE

Thanks for joining this thread, Badlands.


This happens when QuickBooks E-mail is set up as the provider to send forms. And, that's why you're unable to select Invoice and Attached Files from the Email drop-down list.

 

To fix this, you need to change if on your preferences to either WebMail or Outlook. This will enable the email transaction and attachments.

 

Let me show you how:

  1. Click Edit, then select Preferences.
  2. Choose Send Forms, then go to My Preferences.
  3. Select Web Mail, then click Add.
  4. Choose your provider from the drop-down and enter your email address.
  5. Mark the Use Enhanced Security checkbox and select OK.
    setupemail.PNG
  6. You can uncheck the box if you receive the error message: Network Error. Please try again.
  7. When prompted, sign in to your Intuit account.

You can also refer to this article for additional information and detailed steps, Connect your email to QuickBooks Desktop.

 

Don't hesitate to leave a comment below you have follow-up questions. I'm happy to help ensure your success.