It's nice to have you here today, Transplants_Inc_Admin. I can help you save your estimates/invoices as PDFs with the desired file name from QuickBooks. Let me share some steps to auto-generate the transaction number accordingly.
I want you to know that setting up the file name to detect "Company Name - Estimate 1234" is already related to PDF functionality. I appreciate your effort in exploring the Desktop (QBDT) for Mac's preferences and your software's settings. However, I recommend seeking assistance from an IT professional to help you properly configure and review your PDF settings to set the file names of your transactions accordingly.
Alternatively, you can seek help by posting your concerns on PDF-related websites. Experts in the field can provide guidance and support in adjusting the file names of your PDF data.
On the other hand, I'm adding this material for more hints while working with your estimate entries in our system: Create an estimate in QuickBooks Desktop for Mac.
If you encounter issues while saving PDFs or printing transactions in the future, utilize the solutions provided in this article to fix them: Troubleshoot printing in QuickBooks Desktop for Mac.
Our doors are open 24/7 for assistance. If you have follow-up questions while saving your transactions as PDFs, notify me in the comment section below. I'm just a few clicks away to help you once more.
