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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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RCV
QuickBooks Team
QuickBooks Team

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Thanks for checking in with us, Sheabug.

 

When sending an invoice to the client's email, they need to click the View Invoice button to see the transaction's details. To appear the invoice as a PDF attachment, we need to manually export them as a PDF file in QuickBooks Self-Employed (QBSE). Then, send them to your clients.

 

For the detailed steps, please follow the instructions below:

 

  1. Click Invoices on the left menu.
  2. Select an invoice that you'll want to send.
  3. Hit the Action drop-down and tick Export as PDF.
  4. Open the file and download them on your computer.

I've a link here where you can find articles about managing customer's transactions:https://quickbooks.intuit.com/learn-support/manage-customers-and-income/misc/02/uk-manage-customers-....

 

I'm just one click away if you need a hand with running reports or any QBSE related. I'll be here to help.

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