rabidaggie
Level 2

Other questions

Spent 2 hrs on phone with a QB rep that did everything she could to fix the attachment issue.  Finally for grins I went to send forms and saw that there was an attachment button.  I clicked on it & found my attachment & attached it.  You have to send right away there is no option to attach & send later.  Intuit has changed so many things that did not need changing, such as being able to click on attach & then scan document to your invoice directly.   Now you have to scan your document, save it then go back to QB invoice & attach & send right away.

 1) create invoice

2)  go to printer scanner (you "leave QB")

3)  scan document you want to attach & save (I put it in a file called scanner documents)

4)  get back into QB to invoice & click on attach.  (but you can't send the attachment cause the option to send invoice and attached files is greyed out

5)  pick document you want to attach. 

6)  then go to file and send forms

7)  find invoice (but you can't see attachment cause the invoice and attached files was greyed out and not an option), you'll need to click on the attachment button on the right side of screen

  find attachment & click on it.

9)  send it right away.  if you leave send forms it is no longer attached & you'll need to attach all over again.

10)  Good luck!