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Yes, @steve-smith. You can send your quotes and invoices as PDF files to your customers in QuickBooks Online (QBO). Let’s walk through the steps together.
Sending your invoices as PDFs can enhance the presentation of your business communications. Let me show you how.
- Go to the Gear icon and select Accounts and settings.
- Click Sales and then select Online delivery.
- Tick the PDF Attached checkbox.
- Hit Save and then Done.
For a visual guide on the process, please refer to the video in this article: Email QBO Invoices as PDF on QBO.
Additionally, when your customer settles the invoice, ensure you document that payment to keep a balanced account. You can read this article as a reference: Record invoice payments in QBO.
This process ensures your documents look professional and are secure when reaching your customers, @steve-smith. If you need any further assistance, please leave a comment below. The Community forum is always here to help!