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lindy6
Level 1

How do i save invoices for a year as pdf ?

 
1 Comment 1
SarahannC
Moderator

How do i save invoices for a year as pdf ?

Hi there, lindy6. It's nice to hear from you.

 

We can pull the Invoice Lists report in QuickBooks Online to collect all invoices in a year. Then, save it as PDF. Let me walk you through on how to do it. Here's how:

 

  1. Go to Reports on the left panel.
  2. Enter the Invoice List in the search box. It's a way to find the report easily. Also, this report can be found in the Who owes you section.
  3. Make sure to customize the reporting period. 
  4. It's an important part to ensure that all invoices will show in the PDF.
  5. Customize the report as much as you want.
  6. Click the Export icon and choose Export to PDF.
  7. Then, save as PDF.

 

Here are the sample screenshots:

z.PNGzz.PNG

 

Also, you may want to explore the details in this article: Memorise reports in QuickBooks Online. It'll serve as your guide on how to save and manage the customized report. 

 

If you have other questions about downloading data in QuickBooks, just let me know by adding a new post below. I'll be around to guide you further. Take care!