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Replying to:
JamesAndrewM
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I appreciate you taking the time to share this workaround with us, @PacMech. It's a great idea.

 

Although I would love to help you with this, a way to directly move an attached document from a customer profile to an invoice isn't available. This situation has to be so hard on you and your business. 

 

With that, I recommend that you send Feedback to our product development team directly. This will help us better understand how to meet your company's needs. Depending on how many requests they receive, they may also include this functionality in future editions. You can do this by following the steps outlined below:

 

  1. At the top, select the Help menu.
  2. Choose to Send Feedback Online then click Product Suggestion.
  3. Type in your feedback or feature request.
  4. Click the Send Feedback button.

 

If you have any additional questions about QuickBooks, please leave them in the comments section below. I'll be there right away to help you. Have a fantastic day!

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