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RKR29061
February 27, 2021
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Invoices - adding pictures to items

  • February 27, 2021
  • 1 reply
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Is there a way of adding the pictures uploaded on the products list to an invoice? A jeweller client had this facility in another accounting system (Debitoor) and I cannot see how to customise the invoice to include pictures.   Grateful for any advice

Best answer by Mark_R

Thank you for clarifying your concern, @RKR29061.

 

At this time, QuickBooks Online (QBO) only allows you the attach documents on invoices. 

 

I can see that the option to add a thumbnail to each line item on an invoice is beneficial to you and your company to provide the best for your clients. But also know that we are taking notes of our clients' suggestions as well as yours to improve your experience in QuickBooks. 

 

For now, I encourage sending feedback to our engineering team by going to the Gear icon, then selecting Feedback. This way, they can consider checking and working on the option to add a thumbnail on an invoice.

 

Also, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. 

1 reply

A
AileneA
February 28, 2021

Hey. RKR29061. 

 

Thank you for reaching out to the Community. You can use the Attachment feature at the bottom of the invoice to include the pictures of the product. 

 

I'll show you how to do it: 

 

  1. Click the + New icon. Then select Estimate. 
  2. Press the Attachment section. 
  3. Choose the image you want to add in the transaction. 
  4. Tap Open.
  5. Make sure to select the Attach to email box to include the image when you send the invoice. 

 

 

 

 

The image will show on your customer's end when they received the transaction. To know more about attachments in QuickBooks Online, check out this article: Attachments in QuickBooks Online. 

 

Additionally, I'm adding this resource as good references to learn more ways how to handle and customise your invoices: Customise invoices, estimates, and sales receipts in QuickBooks Online. 

 

You can always tag me if you have other questions. I'm glad to assist. Have a great day!

R
RKR29061Author
March 1, 2021

Hello, 

Thanks for your reply. I may not have made myself clear - I would like to be able to add a thumbnail of the product item on each line of the invoice.  This is because I have a client who is a jeweller and in their previous accounting package (Debitoor) this was feasible and a very useful aspect of quality control for packing on the business side and receipt QC on the customer side. The thumbnail appears alongside the product name/code and the number supplied - hence making it super-efficient for both my client and their customer.

 

We are able to add small pictures to each product in the product list, so it would simply be a case of using the same product picture and code on the invoice  - but NOT as an uploaded attachment to the main document.  

I do believe that this would be a REALLY useful addition to invoicing with a switch on/off toggle on invoicing to allow this feature. It seems odd that DEBITOOR, which has a lot less functionality than QBO is actually ahead of QBO in this case!

I have heard from other sources that this is not feasible but request that you pass the information on to the developers.

 

Thank you

    M
    Mark_RAnswer
    March 1, 2021

    Thank you for clarifying your concern, @RKR29061.

     

    At this time, QuickBooks Online (QBO) only allows you the attach documents on invoices. 

     

    I can see that the option to add a thumbnail to each line item on an invoice is beneficial to you and your company to provide the best for your clients. But also know that we are taking notes of our clients' suggestions as well as yours to improve your experience in QuickBooks. 

     

    For now, I encourage sending feedback to our engineering team by going to the Gear icon, then selecting Feedback. This way, they can consider checking and working on the option to add a thumbnail on an invoice.

     

    Also, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

     

    Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. 

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