I'm leaving a message here because I want to add my voice to the people who would like a way to customize PDF names. For invoices and estimates I have added a custom field on my template to include the project name and I can easily add that in the subject line for the email that Quickbooks Online sends out but the issue is when the PDF file name is generated. The file name only includes the invoice/estimate number which is not easily recognizable for customers that we work with frequently. It would be much easier for myself and our customers if we could include the project name (or any other customization) I wanted so everyone can easily keep track of the correct sale. I'm going to leave a paraphrased version of this message in the feedback center as well since all the mods here keep telling everyone to do. Hopefully we can make some progress on having this feature implemented 4 years after it was initially brought up here.
I think the only way they will listen is if people start leaving QBO. No more revenue, no more people to work for Intuit. There are so many requests on the internet for this feature, its insane they ignore it!
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