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Replying to:
BettyJaneB
QuickBooks Team

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Hi there, @HAM9.

 

I've got some instructions to share on how you can have an invoice attached in PDF to show on your emailed transactions, together with the attachments that you've included.

 

You'll need to select the Show full details in email option from the Online delivery section from the Accounts and Settings. This way, all the information in your sales entry will show up on your customer's email.

 

To do that:

  1. Click on the Gear icon at the top.
  2. Press on Accounts and Settings.
  3. Refer to the Sales tab.
  4. Tick on the pencil icon beside Online delivery.
  5. Select on the  Show full details in email radio button.
  6. Make sure to put a check-mark on the PDF Attached box.
  7. Hit on Saveinvoice pdf.PNG
  8. Tap on Done.

For more details about the different file types that you can attach to any transactions in QBO, together with thing that you need to know when emailing them, please see these links below:

  1. What transactions can keep attachments?
  2. Learn how to customize, attach files, and email sales forms to your customer within QuickBooks Onlin...

Let me know if there's anything else that you need about this or with QuickBooks. I'd be happy to help. Have a good one!

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