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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.



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.