How do I make sure the attachments on my invoices go with email

How do I make sure the attachments on my invoices go with email

You can send an invoice with an attachment to an email address. Just to make sure that the “Attach to email” box is checked with the attachment that goes with the invoice.

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Attachments Expenses Transactions

Is it possible to see which expense transactions don’t have a scanned receipt attached to it?

Yes, you can verify receipts attached to ALL your expense transactions.

From the home page screen > left navigation bar > expenses > choose baby gear (far right corner) > show more > select “attachments”

This will add “paper clip” column. Number means “you have receipt attached”. If it is blank, it means you do not have receipt attached to this expense transaction. You can attach receipt from here as well, just click that transaction.

It is a good practice to attach receipts to all your expense transactions. Also, this will go a long way in case you are audited.

Click on the screenshots below to enlarge them
verify receipts column

verify receipts column1


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How to delete attachments from Invoice?

Deleting an attachment from an Invoice is quite simple!
Pull the invoice up. Then find the Attachment at the very bottom of the Invoice, select the X next to the attachment. This will delete the attachment from the Invoice.

delete invoice attachment


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We have just upgraded and want to take a photo of a receipt and upload it to our expenses. Is this through an app? It was one of main reasons for upgrading to new QuickBooks Online.

You can do this directly through QuickBooks Online.

  •  First save the photo file to your computer.
  •  Bring up the expense and at the bottom left is Attachments.
  • Either drag and drop or click the paper clip to browse to the location of the file.

You can batch upload photos from your computer (or other devices) to new QuickBooks Online.

From Home page screen

  • Go the Company “Gear” icon (located at top right hand corner, next to company name)
  • Select “Attachments” under Lists heading
  • Click “Paper Clip” attachments icon and follow the instructions
  • Maximum size limit is 25MB.
  • You can even create Invoice or enter Expense with attachment from here. Just select from ACTION dropdown selector on far right.
  • See screenshot photo for reference.

New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit