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Join nowHi there, clohallaron.
I know a way how you can rename the invoice exported as a pdf from QuickBooks Self-Employed.
When you export an invoice as a PDF in QuickBooks, the system generates the file name pdf by default. We currently don't have the option to name the file during the export process. You can, however, rename it once it has been saved on your computer. I'll show you how to do it on a Google Chrome browser.
Here's how:
I've added this article for more information about how the invoice process works in QuickBooks Self-Employed: Create invoices in QuickBooks Self-Employed. It also includes steps on how to turn on payments so your customers can pay online.
Feel free to reach us back for any follow-up questions or other invoice-related concerns. I'll be here to help.
Thanks for your reply. I know how to rename a file. My question was about getting Quickbooks to automatically naming files appropriately, as it has previously, and it sounds like the answer is that the interface has for some reason been redesigned to be less convenient for users. I hope this changes.
I see where you're coming from, clohallaron.
I understand how the functionality to have QuickBooks Self-Employed (QBSE) rename files automatically would be beneficial to your business. With this, I recommend submitting product feedback to help improve your experience using the program. This way, our product engineers can consider this option for future system upgrades.
Here's how:
For your visual reference, I've attached some screenshots below.
Additionally, I've added this article that'll help you review downloaded bank transactions on the correct line of your Schedule C. It also allows you to organize your income and expenses so you know what areas of your self-employed business have the biggest impact. Categorize Transactions in QuickBooks Self-Employed.
I'm all ears if you have other feature concerns or questions about managing transactions in QBSE. You can drop a comment below, and I'll gladly help. Keep safe!
I have been wanting this for years. Everyone I talk to in accounting needs this. It seems like the most basic intuitive thing - to have QB save all invoices as the invoice number. Especially when you are doing hundreds each month. I spend SOOOOO much time renaming files.
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