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ADG
Level 2

Saving invoice as a PDF

So, I've just updated to Mac Desktop 2019 from 2014.  This may sound petty but ... with 2014, when I would create a PDF of an invoice to email, QB automatically added the .pdf extension to the file name.  2019 does not, and it's kind of a pain to have to type it every time.  I'm probably not going to change to different software because of it, but it's so simple and worked before, why doesn't it work in 2019?  Thanks!

6 Comments 6
AlcaeusF
Moderator

Saving invoice as a PDF

Hello there, ADG.

 

It would be my pleasure to help figure out why the pdf extension isn't auto-filling when saving an invoice.

 

Can you share with me the name of the default PDF Reader on your system? Are you using the Preview app or Adobe Reader?

 

For now, let's try setting the Preview app as your default PDF Viewer to isolate the issue. You can follow the steps below:

 

  1. From the Desktop or Finder, find a PDF file and hit Command + i to Get Info on the file.
  2. Click on the arrow next to Open with: to expand and access the default application list.
  3. Click the pull-down menu and choose Preview from the list.
  4. If it’s not visible, navigate to it by choosing Other and point to the Preview.app found in /Applications/.
  5. With Preview.app selected, click on the Change All button.

 

Once done, you can go back to your QuickBooks program and check if the extension will auto-fill.

 

Feel free to let me know how this goes. Any additional information or screenshots you can provide will help to ensure a timely solution.

ADG
Level 2

Saving invoice as a PDF

Thanks for the quick reply.  I have a "new" computer and realized I hadn't selected a preference.  Unfortunately, I tried both Preview and reader, and neither worked.  Just to be clear, I complete the invoice, hit Print, and then use the "PDF" pull down menu to Save as PDF.  It saves okay and acts like a PDF, it just doesn't have the extension?

HoneyLynn_G
QuickBooks Team

Saving invoice as a PDF

Hello there, @ADG.

 

I appreciate the details and the steps you've taken. I can help you have the .pdf extension when saving an invoice.

 

You should have the new window after configuring the setup of both Preview and Reader. However, since you're still getting the same results, I recommend getting in touch with our phone technical support. They have more tools, such as screen sharing, to help us investigate the cause of this.

  1. Visit this link: https://help.quickbooks.intuit.com/en_US/contactus.
  2. Select QuickBooks Mac Desktop.
  3. Select the issue/topic.
  4. Click the Get Phone Number button to see the support number.

 

Keep me posted on how the call goes or if you have other questions for me. Just add a comment below or mention my name. Have a good one.

ADG
Level 2

Saving invoice as a PDF

Thanks HoneyLynn_G.  The support person was very professional and walked through a variety of questions.  Unfortunately, it appears with the new versions the .pdf extension is NOT added by default.  As I mentioned, the file functions perfectly as a PDF, but my concern is making sure my customer that receives if doesn't have any problems with the file.

 

So, for now, I'll have to add the extension manually.  Since it seems like just a minor bit of code, I'm scratching my head why it was removed.

 

Thanks to all for the help getting an answer.

HoneyLynn_G
QuickBooks Team

Saving invoice as a PDF

Hello again, @ADG.

 

Thank you for mentioning my name and letting me know how the call went. 

 

I agree with you having a .pdf extension when saving an invoice. I already sent feedback on your behalf based on this interaction. We do our best to review and implement all requests for consideration to future releases of QuickBooks.

 

For now, you can follow the recommendation given.

 

Thank you for reaching back out to us here, and please let me know if there's anything else I can do to help. Take care!

 

 

ADG
Level 2

Saving invoice as a PDF

Thanks so much for doing that.  I appreciate it!

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