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Add Attachments in QuickBooks Invoices(Desktop & Online)

Adding attachments in QuickBooks invoices allows you to provide additional supporting information or document to your customer.

This doesn’t only streamline your invoicing process but ensures the guarantee of transparency and enhances clarity in your business transactions. Stay organized, professional, and impress your clients with this amazing QuickBooks feature.

You can also add attachments to the following transactions too:

BillsDelayed ChargeSales Receipt
ChecksEstimatesVendors
Credit CardExpensesVendor Credit
Credit MemoReceive Payments
CustomersRefund Receipt

In this post, we’ll discuss how you can add attachments to QuickBooks invoices in Desktop and Online editions.

Important: Ensure not to include any special characters in the attachment file name.

For QuickBooks Desktop users, it’s recommended to take the below step prior to proceeding further.

Update QuickBooks Desktop to the Latest Release

  • Open QuickBooks Desktop
  • Go to Help > Update QuickBooks Desktop
  • Click Update Now
  • Click Get Updates
  • Once updates are successfully installed, click OK
  • Then restart QuickBooks Desktop

Adding Attachments in QuickBooks Invoices(Desktop & Online Editions)

1. Add an attachment to QuickBooks Desktop Invoice

Existing Invoice

  • Open QuickBooks Desktop
  • Go to Customers > Customer Center
  • Type the customer’s name and click the search icon
  • Select the customer from the list
  • Then, under the Transaction tab, make right click on the invoice transaction and click Attach
  • Then choose Computer and upload a document
  • Now click Open
  • Now select the file and click Done to upload

New Invoice

  • Open QuickBooks Desktop
  • Go to Customers > Create Invoices(Ctrl+I)
  • Now enter your invoice information such as customer, Item, description, quantity, amount, etc.
  • Then click Attach File(at the top)
  • Now upload documents from the computer and click Open
  • Now select the file and click Done to upload an attachment

2. Add an attachment to QuickBooks Online Invoice

Existing Invoice

  • Log in to your QuickBooks Online
  • Go to Sales > Overview
  • Choose the Invoices tab (take me there)
  • Select a customer and then make click on a drop-down menu
  • Then choose View/Edit
  • Now scroll the window to the bottom and click on Attachments
  • Now select a document you want to attach and click Open
  • Click Save and Send

New Invoice

  • Log in to your QuickBooks Online
  • Go to Sales > Overview
  • Choose the Invoices tab (take me there)
  • Click Create Invoice
  • Enter your invoice information such as customer name, email, etc. Once the information is entered
  • Now scroll the window to the bottom and click on Attachments
  • Now select a document you want to attach and click Open
  • Click Save and Send

Now QuickBooks Online will send the invoice to your customer with the attachments.

The following supported attachment type files, you can send to your customer in QuickBooks.

PDFPNGXLSXTIFFXML
JPEGDOCCSVGIF

With the help of the above steps, you can easily add attachments to QuickBooks Invoices. In case, you need some help, feel free to reach us or Dial Our TollFree.

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