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Replying to:
IamjuViel
QuickBooks Team

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I can help you sort this out, @srachman.

 

Let's first make sure your account's Online Delivery is set up properly. Here's how:

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Hover to the Sales menu.
  4. Scroll down to the Online Delivery section.
  5. Make sure to mark the PDF Attached tick box.
  6. Click the Save button.
  7. Hit Done

Now, let's make sure that the specific invoice template you're using is also set to attach your invoice as a PDF. Here's how:

  1. Hover to the Gear icon.
  2. Select Custom form styles.
  3. Choose the Emails tab.
  4. Make sure to mark the PDF Attached tick box in the How your invoice appears in the emails section. 78.GIF
  5. Click Done.

Once completed, you can try creating a sample invoice and send it to your personal email.

 

Feel free to get back to us here if you have other questions about emailing your invoices and other sales forms from QuickBooks. I'm always here to help.

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