Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months

1 reply

IamjuViel
Level 8
February 2, 2021

Greetings, @info-angeluphols.

 

You can set up your QuickBooks account to email your invoice as a PDF. I can guide you on how to do it.

  1. Click on the Gear icon.
  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.

You can read through these resources for more details about the different file types that you can attach to any transactions and manage your sales forms:

Keep me posted if you have other questions or concerns. I'd be happy to help. Have a good one!