Rose-A
Moderator

Reports and accounting

Good day, AmithS.

I'd be happy to help and provide you some information about the customization of the PDF file name sent out via QuickBooks Desktop.

 

The last for numbers you see in the file name is QuickBooks generated numbers and right now there isn't a way to customize the PDF file name sent out via QuickBooks Desktop.

 

For a workaround, you can save the invoices, estimates and other forms as a PDF file and manually change the name to customize them.

 

Save PDF in landscape or portrait orientation:

 

  1. From the QuickBooks File menu, select Printer Setup.
  2. Click the Form Name drop-down and choose Invoice.
  3. Click the Options button next to the Printer name field to open your printer properties window.
  4. Go to the Finishing tab and in the Orientation section, select Portrait or Landscape.

 

 

You can get more details in this article: Save QuickBooks Desktop PDF in legal size, landscape, or portrait orientation.

 

Also, you may find this article helpful: Troubleshoot PDF and Print problems with QuickBooks Desktop.

 

Should you have any other questions about PDF files in QuickBooks Desktop, don't hesitate to ping me out. I'll be here to help you out.