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Save transaction file in pdf

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QuickBooks Team
QuickBooks Team

Save transaction file in pdf

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:


  1. Click Invoices on the left side menu.
  2. Find an invoice you wanted to create a PDF copy.
  3. Tick the View drop-down under Action column. 
  4. 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:


  1. Click Transactions on the left side menu.
  2. Tick the Download icon on the right side.
  3. Open the downloaded transaction.
  4. Tap file on the top menu.
  5. Choose Print.
  6. In the Printer section, choose ABS PDF Driver v400.
  7. Press Print.

I've got a link here where you can find articles about managing your transactions:


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.

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