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VeronB
Level 1

pdf file name customisation?

Hi, processing hundreds of invoices here and would like to set up my own automatic file name to save each time. I need to save a copy of the PDF using "save as PDF" and it would be so much more efficient if the name auto populated in the save window as " Invoice_{invoice #}_{purchase order #}. did they finally add the ability to set this up somehow.

its been 5 years since this thread began requesting this. 

MirriamM
Moderator

pdf file name customisation?

Hi, VeronB.

 

I know that having the ability to personalize the PDF file names of your invoices would be valuable for you and other businesses. However, this feature is not currently available in QuickBooks Desktop (QBDT). While this option isn't available yet, I suggest providing feedback to our Product Engineers. This will allow them to review your suggestions and potentially incorporate them into our future product updates.

 

To submit feedback, you can access the Help menu on your QBDT account and select Send Feedback Online.

 

As always, you can explore our QuickBooks Community help website for tips and related articles in the future.

 

If you have any further questions or concerns, feel free to leave a comment below, VeronB.

Tiny Giant
New Member

pdf file name customisation?

Customization of the pdf files is very important. For example, quick books has the same exact name for all the pay slips and you have to change the name, ideally by adding the employee name to the file, for every single download to keep track of the files! This is a time consuming task and we expect QuickBooks to fixe this simply by adding the employee name to the file.

Regards,

Reza

MsNorthPND18
QuickBooks Team

pdf file name customisation?

Your experience is acknowledged, and customization of the PDF file is important to your business. However, this feature is not available in QuickBooks Desktop (QBDT). I suggest sending feedback to our software engineer, Tiny Giant. They can consider adding it to our future product updates. Here's how:

 

  1. You can go to the Help menu.
  2. Select the Send Feedback Online.

 

Feel free to visit this article for more insights about how to use and customize form templates in QuickBooks Desktop: Use and customize form templates.

 

I want to ensure that everything is handled properly for you, so please keep me updated on how things are progressing or if you encounter any other issues or concerns. Feel free to leave a comment below, Tiny Giant, and I'll respond to you. Have a great day!

FishingForAnswers
Level 9

pdf file name customisation?

@MsNorthPND18  "They can consider adding it to our future product updates."

 

Uh-huh.

 

How has that worked out the past 5 years?

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