I am using QuickBooks Pro Plus 2015 Desktop edition. I need to export all of my invoices to PDF files for an audit. Each file needs to be named with the invoice number. Is there any way to do this? I hired a programmer and he has not found any way to do this.
Solved! Go to Solution.
You can save your invoices as PDF files. However, you'll have to do this one at a time. Just open an invoice and click the Save drop-down button to select Save as PDF. There's no option right now to do this as a batch action. You can send a message to our product development team. This will make them aware of how you'd like the program to work. Just click Help, then select Send Feedback Online.
Please let me know if you have any further concerns.
Can anyone verify that this worked? I am trying to export over 1,000 .pdfs to print/save as a single file with a 2015 desktop version of the software. If I follow these steps, can I save as a single .pdf WITHOUT having to individually select each invoice as "print later?"
Hello there, James665 and sherronw.
Currently, there isn't an option exporting invoices as PDF in QuickBooks Desktop. Just like what my colleague @IntuitCheyann mentioned, you can save your invoices one at a time.
Another way to do that is just open the invoice. After that, click the Print drop-down at the top, then select Save As PDF.
Also, I’ll be sure to share your thoughts with our engineers to see if this feature will be available on the next updates. I also recommend requesting this feature to our product developers. We'd love to know how we could make the program cost and time efficient to help run the business better.
Let me guide you through the steps to send the feedback:
If you need to reach out for more help our phone agents will be able to help you get to a resolution quickly.
Here's how you can reach them:
Feel free to leave a comment below if you have any other questions about saving invoices as PDF or about QuickBooks. I'll be happy to help you out.
Thank you, Mary,
Is this also true for Quickbooks online? Per this article, it appears selecting "print later" or "save later" is optional: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-email-or-print-multiple-invoices-.... I am willing to purchase the online version if necessary.
Thanks for coming back, @sherronw.
Allow me to join the conversation and address your concern about exporting transactions as one pdf file in QuickBooks Online.
With QBO, you can save your invoices as one pdf file by using the Batch Print option referenced in this article: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-email-or-print-multiple-invoices-....
Once all invoices are entered into QuickBooks, follow the steps below to convert the transactions as a pdf file:
1. Go to Sales from the left menu and select the Invoices tab.
2. Place a check mark on the box next to the invoices to select them.
3. Click the Batch actions drop-down and choose Print Invoices.
4. A print preview using pdf will show on the screen.
5. Choose the Download icon at the top next to the Print icon to save the invoices as a PDF file.
Here’s an article for your reference: Download and save invoices, other sales forms, and statements as PDF.
That should get you pointed in the right direction. Please let me know if you need anything else. I’ll be here to help. Wishing you the best!
Thank you, Khim! To be clear, with the answer you provided, is it safe to say that I will NOT need to select each individual invoice as "print later" or "save later" in order for the Batch Print option to work? Thanks again!!
Thanks for the prompt response, @sherronw.
Yes, you don't have to select the print later on each invoice in order for the Batch Print option to work. All you need to do is go to Sales and Invoices tab, then select all the transactions you wanted to convert as pdf.
Please refer to the steps I've given above for your reference. Also, check out this article for more information about downloading and saving invoices, other sales forms and statements as pdf in QuickBooks Online: https://quickbooks.intuit.com/community/Income-and-expenses/Download-and-save-invoices-other-sales-f....
That should do it. Feel free to leave a comment below if you need anything else. I want to ensure your success. Take care!