Skip to main content
J
jgouge
September 20, 2023
Question

How do I select which attachments to send with a PO

  • September 20, 2023
  • 1 reply
  • 0 views

When I create a Purchase Order I usually attache the customers Purchase Order to it so I have it as a reference as well as make things easy to find. I then email the Purchase Order to my Vendor.  Prior to recent updates, I could select if I wanted the any attachments to be included with my Purchase Order. Now, every attachment is sent along with the Purchase Order. I have no way of opting out of sending attachments. I do not want my customers PO sent along with my PO. Has QBO reset some of my settings like Microsoft likes to do with each update?  Does anyone know where I can change these settings? Anyone know the solution?

1 reply

AldritchM
AldritchM
September 20, 2023

Thank you for coming here in the Community, @jgouge.

 

I'd suggest logging into your account QuickBooks Online through a private or incognito window so you'll have the option again to uncheck the attachment. 

 

This browser window doesn't use the existing cache files, which makes it a good place to find out if there's an issue with the browser.

 

The first step is accessing QuickBooks Online through the private or incognito window.

 

Let's use these shortcut keys to get started:

  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Google Chrome browser: Ctrl + Shift + N
  • For Safari Browser: Command + Shift + N

 

If it works, return to your regular browser and clear its cache. If not, use other supported web browsers. The current one you're using may have a temporary issue with QuickBooks. Utilizing a new browser allows you to get back to working order.

 

Also, I've included this article if you have plans on uploading and managing your receipts in QBO: Upload your receipts to QuickBooks Online. 

 

Keep us posted if the issue remains or if there are other concerns. Have a good day!

J
jgougeAuthor
September 20, 2023

My original post may have been confusing. I can add and delete attachments. No problem there. There used to be an option where you could select to "email with PO". That is gone. 

 

I like this function as I can attach my customers PO's to my Vendor PO (but do not email it with the PO) so I have it as a future reference.

That function is gone.

 

The function is still on the Invoices though.

S
SirielJeaB
September 20, 2023

Thank you for reaching out to us and expressing your interest in utilizing QuickBooks effectively, jgouge. We value your participation in our Community thread.

 

We acknowledge that seamless usage of the program is relevant to your business, and we are committed to ensuring that you have a hassle-free experience. The Send with email option is now unavailable in QuickBooks. We encourage you to provide your valuable feedback about this matter and send a feature request to our software engineers. They may consider adding this in future product improvements. Here's how:

 

  1. Click the Gear icon, then select Feedback.
  2. Type in your feature request.
  3. Click Next to submit.

 

You'll want to download your customer's purchase order instead and include it in the attachment. Then, hit the Attach to email box before clicking the Save and Send option. 

 

We have provided some helpful resources for future reference to assist in handling your sales transactions: 

 

 

Please do not hesitate to get in touch with us again for any further queries. Our dedicated team is committed to providing you with the best possible assistance, and we look forward to serving you again in the future. Have a great day!

Terms & ConditionsAccessibility statement