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rdsryan
Level 1

Mass Exporting of Invoices as PDF

I am seeking a method for my team to mass-export invoices from QuickBooks Desktop Enterprise as PDFs. We have approximately 180 customers in our company file, and I need to retrieve each customer's invoice for the month of December, going back to their inception in our system.

 

The stakeholder has specifically requested individual monthly invoices rather than a summary across a date range, as some customers have records spanning nearly a decade.

 

At present, I see no native way to perform this in bulk without manually accessing each invoice. While I am open to using third-party tools, my preference is for a solution available within Enterprise itself.

1 Comment 1
Aldren18
QuickBooks Team

Mass Exporting of Invoices as PDF

We understand your preference for an Enterprise solution that saves you time, Rdsryan.

 

I appreciate you sharing your detailed insights and thoughtful approach regarding mass-exporting invoices as PDFs in QuickBooks Desktop (QBDT) Enterprise. We recognize your preference for a streamlined, time-saving solution within the platform, especially given the volume and historical depth of your customer invoices.

 

Your openness to exploring third-party tools is commendable, and many users find them helpful for automating bulk exports. However, we completely agree that having a native feature to mass-export individual invoices as separate PDF files in the program would significantly enhance efficiency and convenience for you and many others.

 

To help turn this idea into a feature, I encourage you to submit your suggestion directly to our Product Development team. Your feedback plays a crucial role in shaping future updates and improvements.

 

Here’s how you can submit your feedback:

 

  1. Go to the Help option.
  2. Select the Send Feedback Online option.
  3. Choose the Product Suggestion option.
  4. Input your feedback suggestion.
  5. Click the Send Feedback button.

 

You may find this resource article helpful for analyzing your income and expense reports in your company file: Understand Reports.

 

Thank you again for your detailed insights and for helping us improve our product. We look forward to hearing from you and working together to make these processes more convenient for all customers.

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