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June 29, 2021
Question

How do I attach my W9 to my invoice when sending to a client?

  • June 29, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

LieraMarie_A
June 29, 2021

Hi there, @witherjd.

 

I know that being able to attach your W-9 to a client is important. I want to make sure you have the information on how you can go about doing this. What I can recommend is to export the invoice. Then, manually send it to your customers outside of QuickBooks Self-Employed. You can attach your W-9 to the email. 

 

Here's how to export:

  1. Go to the Invoices tab.
  2. Click the drop-down arrow under the Action column.
  3. Select Export as PDF.

 

More details about creating and managing invoices are thoroughly discussed in this article: Create an invoice in QuickBooks Self-Employed.

 

I'll ensure to send feedback or a feature request about being able to add an attachment to invoices. Our engineers review all the feedback we receive to ensure we’re meeting the needs of our customers. You can also share your thoughts and ideas through your account. 

 

Here's how you can leave feedback:

  1. Select the Assistant feature.
  2. Type and enter "feedback" into the chat box.
  3. Follow the prompts to leave feedback.

 

If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have a wonderful day!

witherjdAuthor
July 1, 2021

Not helpful. Already know how to work outside of Quickbooks. Basically no way to attach W9 within QB Software or service

October 29, 2021

What I do - when I'm creating the invoice, in the bottom left corner I "attach" my W9 there and click on "Attach to email" so it sends it with the invoice. Hope this helps?