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H
Hhanson9999
May 12, 2022
Question

QB Desktop - add standard attachments to outgoing email

  • May 12, 2022
  • 1 reply
  • 0 views

Is there a way to automatically attached a pdf to all outgoing invoices (or paystubs for that matter )

 

I'm looking to have a rate change notification attached to all invoices for a month before the changes takes effect.  I am thinking that this should be available in preferences, email/forms - but I don't see where I can add an attachment there.

 

I even tried to develop a new invoice template, thinking that I could add a page there - nope

 

I have also wanted to add Employee news to outgoing paystubs.  I know that I can attached BY EMPLOYEE in the outgoing paystubs  - but there doesn't seem to be a way to "attach to all" - doing it for each outgoing email seems a bit ridiculous.

 

Any suggestions?

 

For the time being - I have added a note to the invoices "new rate changes in June"  but I can't include the detail - its too cumbersome.

 

Is there a way to send out mass emails from out customer contacts?

 

Thanks in advance

 

1 reply

A
Alex M
May 12, 2022

Hi there Hhanson9999,

 

It's vital that your customers and employees be informed about what's happening with your company. QuickBooks Desktop is a great tool able to help you keep track of sales, expenses, and payroll so you can see the profit of your business. I can point you in the right direction for assistance with attachments and emails.

 

For assistance with attachments in QuickBooks Desktop, I recommend reaching out to the QuickBooks Desktop support team. They'll be able to view your account with you in a secure setting in order to provide information about the most efficient way to get the rate increase notification to your customers as well as provide information about paystubs and attachments. You can reach out to them using the methods provided in the QuickBooks Desktop software support policies.

 

If you have any other questions, feel free to reach out here.

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