Sending an image/copy of invoice to QBO

Sending an image/copy of invoice to QuickBooks Online

Want to send attachments to QuickBooks Online so you have a copy of your invoice/credit note stored within QuickBooks Online as well? Sure, we can do that too!

How to activate sending attachments in Lightyear

You can access this setting via Lightyear's Admin tab> Accountancy > Accountancy Software Settings > select Yes for 'Send attachment to QuickBooks Online?'  

The image file will be sent along with the invoice details when you export. However, having this setting activated will slow down your export speed. 


How to view attachments sent by Lightyear in QuickBooks Online

To view it in QuickBooks Online click on the bill and check the Attachments section in the bottom left corner whilst viewing the invoice details. Both pdf's and scanned documents will be visible.



If you do not send your attachements to QuickBooks Online, you can still view your invoice image from QuickBooks Online under Memo in the bottom left corner by default. 

Any files that are too large to send will stil be linked a URL in the Memo section so you can view the bill in Lightyear via this link.



      

    Check out release notes for Q4 2021

      October  November 


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