Transactions
I'll guide you through the process of attaching documents to your sales transactions and mailing it to your customers.
To append these attachments to the customer invoices for sending, follow the steps below:
- On the invoice, scroll down to the Attachments box.
- Click the box showing Drag/Drop files here or click the icon.
- Pick a file from your drive then save the transaction after.
- Make sure to click the Attach to email option.
Send the invoice to the customer after doing the steps above. Once the recipient gets the invoice on their email, they will see the attachment above the invoice link. See this:
Get to know more about this Attachments feature by checking out this article: Attachments in QuickBooks Online
If you need further help with attachments or other QuickBooks topics, let me know in the comment. I'm always here to help you. Have a wonderful day!
