How to send an attached PDF from QuickBooks Online
Hi there! Welcome to Lightyear.
If you have been directed to this article then we'll assume you have been sending your invoices via email with only a URL link that your customer has to click into to see the invoice, but Lightyear requires the invoice you're sending to your client to have an attached PDF, so we have provided easy instructions below so you can send them this way if you're using QuickBooks Online.
Log into your QuickBooks Online file:
- Head over to Settings (gear icon) at the top right
- Click on Company settings
3. Select the Sales tab
4. Click on the pencil icon for the Online delivery section
5. Tick the checkbox for PDF Attached
6. And click Save to confirm your new settings
This will now attach the bill as a Lightyear-friendly pdf.
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