Hello there, Sibyl.
I'll be providing details on how adding attachments works in QuickBooks Online. Let's also perform troubleshooting steps to ensure you can process this to your invoice without an error message.
To begin with, I recommend double-checking the file format by right-clicking on it and choosing Properties. Then, verify the file extension to see if it's actually a PDF. If not, you'll need to convert it to one of the accepted formats: PDF, JPEG, JPG, GIF, or PNG.
If the issue persists, you have to open your QBO account in a private browser. Then, upload an attachment to your invoice from there. This is to rule out the possibility of a webpage issue that might cause you to display an incorrect company name in your report.
Use these keyboard shortcuts based on the browser you're using:
- For Firefox or Microsoft Edge, press Ctrl + Shift + P.
- For Chrome, press Ctrl + Shift + N.
- For Safari, hold down Command + Shift + N.
If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above don't work, use another supported browser as an alternative.
In case you need steps on how to view different statuses of your sales transactions, like open and paid invoices, you can read this article: View sales transactions.
If you have further questions or concerns about managing attachments in QBO, you can add comment below. I'm always around to help, Sibyl. Have a good one.
