New Feature Alert: Invoice Attachments for QBP!
New Feature: Add Attachments to Invoices in Quicken Business & Personal!
We’re excited to roll out a powerful new enhancement for Quicken Business & Personal users — you can now add attachments to your Invoices!
Whether you’re billing clients for reimbursable expenses or simply want to keep your documentation tidy, this new feature lets you attach receipts and images, keeping everything organized and transparent for both you and your clients.
Why it matters:
- Attach receipt images or other supporting documents for billable expenses.
- Ensure clients have full visibility into charges.
- Keep records clear and centralized — no more digging for documents!
How to Use Attachments on Invoices
Step 1: Mark the Transaction as Billable
- Find the transaction and click on it.
- In the Clients & Projects field, select the client (and project, if applicable).
- Check the Billable box and save.
Step 2: Add Your Attachment
- Open the transaction..
- In the Attachments field, upload your file.
- Save the transaction.
Step 3: Create and Send the Invoice
- Go to Invoices and click + Invoice.
- Select the client (and project, if applicable).
- Make sure the billable expense transaction is listed.
- Toggle "Include all expense attachments" to ON.
- Save or send your invoice!
What Your Clients See
Each attachment will appear as a separate page after the main invoice. So when your client clicks "View & Pay", they’ll see the full invoice followed by all relevant documentation — making it easier than ever to review and approve charges.
Want to leave attachments off the invoice? No problem — just toggle the setting OFF, and they won’t be included.
Start using attachments today to streamline your invoicing process and enhance client transparency! Got feedback or questions? Click the link below!
-Coach Natalie