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Can customers see bill attachments pulled in from QuickBooks Online (QBO)?

QuickBooks bill attachments: what customers can (and can’t) see

Can customers see bill attachments when we pull bills from QBO?

When bills are pulled in from QBO, bill attachments default to “customer visible.”

Do bill attachments show up in the customer “Files” area?

No. Bill attachments are not included in the Files section that is shared with customers.

Does this matter for Fixed Price projects?

Generally, no. In Fixed Price projects, budgets and files are not made available to the customer, so the bill-attachment visibility setting won’t impact what the customer can see.

What about Cost Plus projects, can customers see files in the budget?

In Cost Plus projects, files are not visible in the budget by default. Customers will only see budget “actuals” details if you enable the customer visibility setting in Project Settings->Customer tab.

Which setting controls what customers can see in Cost Plus budgets?

In Project Settings -> Customer, scroll down to the Budget section and find the toggle: 

“View table actuals" — Customer can view bill name, amount, vendor name, and issue date in the ‘Actuals’ column of the budget table.”

If enabled, customers can see the listed bill details in the Actuals column.

 Screenshot 2026-04-17 at 10.28.05 AM
 
 
 

If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!