pdf file name customisation?

VeronB · ‎September 19, 2024

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 · ‎September 19, 2024

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.

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