QB Issue Resolution:

I’d be glad to provide some info on your questions about recurring invoices and attaching PDFs.


To answer your question, yes, both of these features are available in the Desktop version of QuickBooks. There are just a few steps to get this done. Here’s how:


To set up a recurring invoice:


1. Click the Create Invoice button.

2. Enter the customer info and amount.

3. Select Memorize.

4. Choose Automate Transaction Entry.

5. Select how often and the next date.

6. Click OK.


To attach a PDF to an invoice:


1. Click Create Invoice.

2. Enter the necessary info.

3. Select Attach File.


Additionally, you may be interested in this article that covers the details of exporting from QuickBooks Online to Desktop: https://quickbooks.intuit.com/community/Reports-and-accounting/Export-data-file-from-QuickBooks-Onli….


Resolution for Issue 'Can QuickBooks Desktop Pro attach PDF documents to invoices and payments?' available: Yes (Solved).
Source: Intuit Community forum.

Can QuickBooks Desktop Pro attach PDF documents to invoices and payments?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

Support for Invoices
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Error Recovery for Invoices [Canada]
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