RCV
QuickBooks Team
QuickBooks Team

Other questions

I'm here to make sure you never experience the same thing again, Greg142.

 

Good news, the investigation Attachments not sent on the Invoice or Purchase Order with the new experience have been resolved. When adding an attachment to a Sales or Expense form, you'll see a checkbox for "attach to email." Once that box is checked, it will include your attachment in that email. 

 

If the same thing happens, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:

 

  • Ctrl+ Shift + N for Google Chrome RCV_0-1704084525293.png

     

  • Ctrl + Shift + P for Mozilla Firefox RCV_1-1704084525486.png

     

     and Microsoft Edge RCV_2-1704084525311.png

     

  • Command + Shift + N for Safari RCV_3-1704084525254.png

     

 

 

If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.

 

 

Here's more information on how to edit and remove attachments from your invoices or other transactions in QBO: Add or delete attachments in QuickBooks Online. As always, feel free to read the topics from our help articles in case you need tips and related links while working with QuickBooks in the future.

 

If you have any further questions regarding invoices in QBO, feel free to reach out. I'll be here to help you out. You have a good one.