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Established Member

Need faster method to convert invoices to PDF. Is it possible to save default preferences for file name and save location?

 
7 Comments
QuickBooks Team

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Hi there, brad16.

 

QuickBooks is unable to create default preferences for file name and location. As a workaround, you can create a new folder on your local drive for invoices. Then, manually save all your invoices on that folder.

 

You can follow these steps:

  1. On your local drive, create a new folder.
  2. Create or open an invoice.
  3. Select the Print or Preview at the bottom part of the invoice page.
  4. On the Print preview window, click the Download button.
  5. On the pop-up, choose the folder you've created.
  6. Modify the file name. Then, hit Save.

dl.PNG

 

Also, you'll want to check for available supported apps that can do the work for you. We have multiple apps that integrates with QuickBooks Online. Go to the Apps tab to see a list of them.

 

I can see how helpful this would be to other users. I'll definitely forward this feedback to our developers.

 

If you have other concerns about invoices, please reply to this thread.

Established Member

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Thanks- that’s how I currently do it, but as you see, it requires 6 actions. I’m generally of the mind that if you always have to do the same 6 actions over and over again, you should figure out a way to automate the process. 

 

Assuming that I’m impatient and have the funds to hire an independent developer to accomplish this automation, would it be possible? Like Amazon’s 1 click ordering based on your saved preferences, I’d like a single-click PDF creation. 

 

Thanks again for the quick reply!

QuickBooks Team

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Thanks for getting back to us, @brad16.

 

Currently, we don't have an option to save default preferences for file name and location. 

 

I can see how it would be useful to have the ability to save default preferences to work with QuickBooks as fast as you can. However, the only way we have right now is to manually save all invoices on your local drive as mentioned by my colleague above.

 

QuickBooks also allows integration with a number of third-party apps and software. From the Apps tab, you can look for integrated apps that can save default preferences for file name and location.

 

Also, I want to let you know that we're taking note of your feedback and suggestions to improve the experience we're providing. 

 

You can also visit our Blog to learn what new updates are being released, as well as additional references while working with QuickBooks.

 

You can always get back to me if you have any other questions. It'll be my pleasure to help you.

Experienced Member

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Where can I find Apps that work with QB Desktop Premier Professional Services Edition 2019?

QuickBooks Team

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Hello there, KR Jones.

 

I'd be happy to share you the link on where you can look for  third party applications depending on  your needs and are most compatible with QuickBooks Desktop. 

 

You can visit our Intuit Marketplace to see a list of applications that recommended by our product developers to work best with QuickBooks.  Here's a link to get to there: https://desktop.apps.com/home.

 

This will point you in the right direction. Should you need help with something else, feel free to reach back to me. I'd be more than happy to help.

Highlighted
Experienced Member

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Charles,

Thank you for that - but without reading through each app I can't tell which one helps to accomplish this task.  Can you narrow the field?

QuickBooks Team

Re: Need faster method to convert invoices to PDF. Is it possible to save default preferences for...

Greetings, @KR Jones,

 

We're unable to provide a specific app due to legal reasons.

 

If you're trying to save a PDF copy on your invoices, you can simply click the Print icon in the Invoice page. Then, select Save as PDF. This way, there isn't a need to convert the invoice to PDF format.

 

Please see the attached screenshot below for your guidance.
saveasPDF.PNG

 

If you're having issues printing sales forms in QuickBooks Desktop, check this out: Resolve printing issues.

 

Feel free to update this post if there's anything else you need and I'd be glad to help.