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Jimmyd998
May 5, 2022
Question

Quickbook Self Employed Export Invoice change

  • May 5, 2022
  • 1 reply
  • 0 views

Today I exported an invoice and its filename is now only, "QBSE_Invoice.pdf". Two weeks ago when I exported an invoice its filename was, "QBSE_Vendor_Vendor_Vendor_Invoice_Number.pdf" How do I get the invoice export to name the file the way it was 2 weeks ago, and who decided to make this change without letting us who use Quickbooks know about it? The way it was, it would export the name of the vendor and the invoice number, now I have to take the time to put that detail back into the filename. I don't appreciate this change.

1 reply

KlentB
KlentB
May 5, 2022

Hi there, Jimmyd998.

 

Let me share some information about how QBSE downloads your invoices.

 

Please know that QuickBooks Online uses random strings of letters and numbers in naming your exported invoices. The option to customize or manipulate the file name of your downloaded data is unavailable in the program. You'll have to manually change the file of your invoices after downloading them.

 

Although I can understand how some slight changes in functionality could make the process of tracking your invoices more efficient.  At times, we roll out our product updates based on the requests that we receive from our customers. To help improve your experience, I'd recommend sending feedback to our Product Development Team. Here's how;

 

  1. Click the Assistant icon.
  2. Enter "feedback "in the search box.
  3. Choose Add a feature, then enter your suggestions and comments.
  4. Hit Enter, then select Yes to submit feedback.

I'm just a comment away if you have any other concerns or follow-up questions. Stay safe and have a great rest of the day.

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