QuickBooks Team

Re: Print to PDF file name

Thanks for joining this thread, @Gayle920

 

I appreciate you sharing on-point details about emailing your receipt. 

 

Currently, there isn't an option to change the file name from Cash Sale to Donation Receipt when emailing a sales receipt to customers.

 

As an alternative, you'll need to manually save it as PDF and email it outside the program. Here's how: 

 

  1. On the transaction form, click the Save drop-down at the top.  
  2. Select Save As PDF
  3. On the Save document as PDF window, enter Donation Receipt in the File name box.
  4. Once saved, you can go to your email and attach the document.

 

I'd also like sharing this article so you'll be able to learn more about the program: Help Articles for QuickBooks Desktop

 

Don't hesitate to leave a comment below if you have other concerns. I'll be around to help, @Gayle920. Take care always!