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C
clohallaron
June 30, 2023
Question

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".

  • June 30, 2023
  • 1 reply
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1 reply

A
Archie_B
June 30, 2023

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.

C
clohallaronAuthor
July 1, 2023

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.

    C
    CharleneMaeF
    July 1, 2023

    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!

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