Let me guide you on how you can save a transaction as a PDF file, info861.
If you're referring to saving a PDF copy of your invoices, we can go to the invoice transaction. Then, export it as a PDF file.
Here's how:
- Click Invoices on the left side menu.
- Find an invoice you wanted to create a PDF copy.
- Tick the View drop-down under Action column.
- Tap Export as PDF.
I've got you this article for more insights about your invoices: What's new with QuickBooks Self-Employed Invoicing?.
If you're referring to exporting the tarnsactions in the Transactions page, we can dowload them to Excel. Then, save it as a PDF file.
Here's how:
- Click Transactions on the left side menu.
- Tick the Download icon on the right side.
- Open the downloaded transaction.
- Tap file on the top menu.
- Choose Print.
- In the Printer section, choose ABS PDF Driver v400.
- Press Print.
I've got a link here where you can find articles about managing your transactions: https://quickbooks.intuit.com/learn-support/en-us/sales-and-customers/07?product=QuickBooks%20Self-E....
Let me know in the comment section down below if you need a hand with running reports or any QBSe related. I'm always around to help you. Take care always.