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Buy nowIncluding a PDF attachment with customer statements allows recipients to seamlessly review their account activity in QuickBooks Online (QBO), Kinsm. I'll offer a workaround and guide you in submitting a feature request to our developers.
Currently, QuickBooks Online (QBO) doesn't have the option to attach PDFs to customer statements. Instead, you can download your customer statements and manually send them outside QuickBooks.
Here's how:
We recognize how this option can help you seamlessly. I recommend sending feedback to our product engineers. It could lead to a feature enhancement, making the process more streamlined for you and other users in the future.
If you want to connect with our Live Support team, you can follow the steps below on how to reach them:
Please take note of their support hours to ensure you receive prompt assistance.
Additionally, for a convenient and effective way to automate repetitive sales transactions, you can refer to this article for guidance: Create recurring transactions in QuickBooks Online.
You can always hit the Reply button below if you have follow-up questions regarding customer statements or any other QuickBooks concerns. The Community is always ready to assist you.