How do I get invoices exported as .pdfs to be saved with invoice number/business name again? Since the redesign they're unhelpfully generated as "pdf.pdf".

Hi there, clohallaron.

I know a way how you can rename the invoice exported as a pdf from QuickBooks Self-Employed.

When you export an invoice as a PDF in QuickBooks, the system generates the file name pdf by default. We currently don't have the option to name the file during the export process. You can, however, rename it once it has been saved on your computer. I'll show you how to do it on a Google Chrome browser.

Here's how:

1. Go to your QuickBooks Self-Employed account.
2. Export the invoice as PDF.
3. At the bottom part of the browser, it will show the downloaded pdf file. Click the arrow up and then choose Show in folder. This will open the file's location.
   
4. Right-click the file then select Rename.
5. Put your desired file name, then hit Enter.

I've added this article for more information about how the invoice process works in QuickBooks Self-Employed: Create invoices in QuickBooks Self-Employed. It also includes steps on how to turn on payments so your customers can pay online.

Feel free to reach us back for any follow-up questions or other invoice-related concerns. I'll be here to help.

Thanks for your reply. I know how to rename a file. My question was about getting Quickbooks to automatically naming files appropriately, as it has previously, and it sounds like the answer is that the interface has for some reason been redesigned to be less convenient for users. I hope this changes.

I see where you're coming from, clohallaron.

I understand how the functionality to have QuickBooks Self-Employed (QBSE) rename files automatically would be beneficial to your business. With this, I recommend submitting product feedback to help improve your experience using the program. This way, our product engineers can consider this option for future system upgrades.

Here's how:

1. Go to the Assistant menu.
2. Type in the "Submit or Give feedback" keyword in the Type something field.
3. Choose the Add a feature option.
4. Type the feature you want in the Type something field again.
5. Click Yes.

For your visual reference, I've attached some screenshots below.

Additionally, I've added this article that'll help you review downloaded bank transactions on the correct line of your Schedule C. It also allows you to organize your income and expenses so you know what areas of your self-employed business have the biggest impact. Categorize Transactions in QuickBooks Self-Employed.

I'm all ears if you have other feature concerns or questions about managing transactions in QBSE. You can drop a comment below, and I'll gladly help. Keep safe!

I have been wanting this for years. Everyone I talk to in accounting needs this. It seems like the most basic intuitive thing - to have QB save all invoices as the invoice number.  Especially when you are doing hundreds each month. I spend SOOOOO much time renaming files. 

Yep I agree! The file name is so long currently, when all we want is the invoice number!

I recognize that a lot of users have the same need for an automation feature to rename exported files (invoices), PS1995. Let me provide an alternative method for modifying the file name of your invoices.

As previously stated by my colleague, you'll have to change the sales form name manually. I'm here to help and walk you through the process:

1. Head to the Invoices menu on the left panel to view the list of your sales entries.
2. Select the invoice you're working on from the list and click the drop-down arrow under the Action column to select Export as PDF.
3. Go to your downloaded invoice and select Show in folder.
4. Right-click beside the file and choose Rename.
5. Enter the name you wish to use for the entry.

Moreover, you can also explore our products such as QuickBooks Solopreneur or QuickBooks Online (QBO) to help you manage your sales transactions and other accounting tasks. To learn how each one works, including the features and benefits, click the following link: Compare QuickBooks products.

In addition, browse these resources for guidance in recording customer payments and managing sales taxes in QBSE:

• Record or attach expense receipts in QuickBooks Self-Employed
• Manually track sales tax in QuickBooks Self-Employed

Stay in touch if you have other invoice-related concerns or need further assistance navigating QBSE. The Community is always ready to provide the help you need.