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Level 1

Is there a way to save my invoice as a pdf automatically when I hit the save button?

 
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QuickBooks Team

Is there a way to save my invoice as a pdf automatically when I hit the save button?

Hello @rodlind,

 

When you save your invoice it'll automatically create a PDF copy in QuickBooks. You'll want to click on the "Print or Preview" to download and print it. Here's how.

 

  1. Go to +New, then Invoice.
  2. Enter the invoice information, then Save.
  3. Click Print or Preview to open a PDF copy.
  4. Snap Download or Print when you're ready.

 

I'm also attaching this handy article about income and expenses for future reference.

 

Fill me in if you need help with anything else. I'll be around for you. Happy weekend.

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