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ashtanhill
March 11, 2022
Question

Emailing Invoice and Attachment as one File

  • March 11, 2022
  • 2 replies
  • 0 views

When emailing invoices from Quickbooks, is there a way to send the invoice and uploaded attachment as one file? Currently, when I select 'Invoice and Attachment' form the email tab, the invoice and document are attached to the email as two separate .pdf files.

 

Some of my customers require these documents combined into a single file. 

2 replies

Angelyn_T
Angelyn_T
March 11, 2022

Hi, @ashtanhill.

 

Currently, QuickBooks sends your invoices and attachments as two separate .pdf files. I can see that some customers want to receive the documents in a single file once you send them the entries. For now, you can utilize the Feedback feature to send this idea directly to our engineering team. This way, they could take action to help improve your experience. Rest assured they're working nonstop to enhance the product and deliver the best experiences to all QuickBooks users. 

 

Here's how you can send feedback through QuickBooks:

 

  1. Open your QuickBooks Desktop (QBDT) file.
  2. Go to the Help menu, then Send Feedback Online.
  3. Tap on Product Suggestion.
  4. Enter your feedback or suggestions.
  5. Hit the Send Feedback button.

 

Once done, your valuable feedback goes to our Product Development Team to help improve your QuickBooks experience.

 

For more tips, while handling your attachments and invoices, you can open these articles:

 

 

I'm also adding this link as an additional resource when handling your other customer transactions in the future: Get started with customer transaction workflows in QuickBooks Desktop.

 

Let me know how else I can help you with emailing your transactions in QBDT. I'll be right here to provide additional assistance. Have a good one!

K
Kim P2
May 3, 2023

Hi Team,

 

Is there any update on emailing an invoice and attachments as one file? 

 

Thanks,

Kim P

    F
    fastbackfreight
    October 3, 2024

    Is this still ask issue or is there a way to fix it? I want the invoice and the attachments all in one document for my customer. Right now he has to click on the invoice and the attached documents separately.

    Nicole_N
    Nicole_N
    October 3, 2024

    Thanks for joining the conversation, @fastbackfreight. 

     

    I see how crucial it is for your business to have the invoice and attachments in a single PDF file. Currently, this option is still unavailable in QuickBooks Desktop (QBDT). Thus,  I recommend submitting your feedback directly to our Product Development team if you haven't done it yet. They can look into this suggestion and consider including this in future updates. 

     

    Here's how you can send feedback:

     

    1. Open your QBDT file.
    2. Go to the Help menu, then Send Feedback Online.
    3. Tap on Product Suggestion.


       
    4. Enter your feedback or suggestions.


       
    5. Hit the Send Feedback button.

     

    Moreover, you may visit this article for future use in handling your other transactions in QuickBooks: Get started with customer transaction workflows in QuickBooks Desktop.


    I'm always around in the Community is you have more concerns regarding invoices and attachments in QuickBooks, @fastbackfreight. You can tag my name below and I'll provide further help.

    M
    melindapiper
    November 15, 2024

    Is this feature available in QBO?  All of my vendors require only one pdf.  I spend hours saving and combining documents and emailing individually.  Huge time sucker.  Please advise!

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