I understand that experiencing an issue while performing a task in QuickBooks can be upsetting, billr1.
May I know the specific wording of the error message you received when attempting to attach a file to your invoice? This information can help me check if some users have the same issue.
To address the issue you're facing, let's perform some troubleshooting steps to resolve the error. One approach is to log into QuickBooks using an incognito window or private browser. This mode doesn't save your browsing history, which can sometimes cause software issues and lead to errors. You can use these shortcut keys as a reference:
Let's use an incognito or private browser window to resolve this.
- Ctrl + Shift + N for Google Chrome
- Ctrl + Shift + P for Firefox
- Control + Option +P if you're using Safari
If you can successfully attach the files, return to the regular browser and clear the cache. This removes any historical data resulting in any error message when attempting to attach them. Switching to a different supported browser can also fix the issue.
I recommend visiting this link to learn how to manage your books and transactions more organized: Attachments in QuickBooks Online.
Furthermore, to help you organize your invoice/estimate template in QuickBooks, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This guide provides instructions on incorporating various elements into your sales form and personalizing them to suit your preferences.
You can always reply in the comments below if you need further assistance managing invoices. We'll be right here, willing to help at any time. Have a good one!
