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A
andrew134
October 5, 2023
Question

How do I email supporting attachments with an invoice in new QBO invoice formats?

  • October 5, 2023
  • 1 reply
  • 0 views
I am able to upload attachments to an invoice, but the attachments are not sent with the invoice email, there is only a PDF of the invoice itself. I used to be able to simply check a box next to the attachments I wanted emailed with the invoice. I don't see that option in the new format...

    1 reply

    A
    AbegailS_
    October 5, 2023

    Hi there, Andrew. I have an update for you about this feature in QuickBooks Online (QBO).

     

    QuickBooks Online constantly makes changes for a better experience. Our developers keep searching for ways to improve the program’s features to help and make your navigation easier. In the new format of QuickBooks Online (QBO) invoices, the option to email supporting attachments along with the invoice is no longer available. The new format only includes a PDF of the invoice itself in the email. 


    If you still have the option to go back to the old layout, you can still see the “attach to email” box in your invoice. On the other hand, I recommend providing feedback to the QuickBooks Online support team or submitting a feature request. They value customer feedback and suggestions, and it's possible that they may consider reintroducing this feature based on user demand.


    Here's how: 

     

    1. Sign in to your company.
    2. Go to the Gear icon.
    3. Choose Feedback.
    4. Enter your comments in the description box.
    5. Click Next to submit your inputs.

     

    Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. You can track feature requests through the QuickBooks Online Feature Requests website.

     

    Moreover, please see this article for more details on the various file types that you can attach to any transaction in QuickBooks, as well as factors to keep in mind while emailing them: Attachments in QuickBooks Online.

     

    You can always reply or reach out to us again if you need anything else about this issue about attachments in QBO.

    A
    andrew134Author
    October 5, 2023

    Thanks for the reply, but that is disappointing news. Definitely not an improvement in my book. I provided feedback to add this functionality back. If anyone else is reading this, please do the same!!

      A
      AdvertentSpirit
      October 9, 2023

      Thank you Andrew for the question and Abigel for the precise answer. 

      Agree with Andrew. This is not an improvement but so many steps backwards. The supporting documents are important to justify the invoices. The attachments are more for customers than us. What will I do looking at the documents when I still need to send it out with physical email.

       

      The feature was simply working, there was no need to take it out. I've also provided the feedback. Hopefully QBO team listens quickly. 

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