I am using QuickBooks Pro Plus 2015 Desktop edition. I need to export all of my invoices to PDF files for an audit. Each file needs to be named with the invoice number. Is there any way to do this? I hired a programmer and he has not found any way to do this.
Best answer December 10, 2018If you have a PDF printer (Cute PDF or W10 comes with one), just select all the invoices to print, then direct them to this "printer" and it should force you to save one at a time.
If you have a PDF printer (Cute PDF or W10 comes with one), just select all the invoices to print, then direct them to this "printer" and it should force you to save one at a time.
You should be asked if you want to Add to file, or make it a new file. You also can use a tool such as PDFill, to break one file into separate files per page.
December 10, 2018 08:57 PMSorry qbteachmt, it doesn't work this way. I tried both Microsoft Print to PDF and CutePDF as you suggested. When I print a batch of invoices (or whatever), they all print as one file. No options to do otherwise. Maybe the paid version of CutePDF would do it, but I don't want to buy it only to find out it doesn't.
December 10, 2018 08:57 PMObviously, different computers have different tools and functions. We can only guide you to things that work for us, your peer users.
December 10, 2018 08:57 PMYou can save your invoices as PDF files. However, you'll have to do this one at a time. Just open an invoice and click the Save drop-down button to select Save as PDF . There's no option right now to do this as a batch action. You can send a message to our product development team. This will make them aware of how you'd like the program to work. Just click Help , then select Send Feedback Online .
Please let me know if you have any further concerns.
December 10, 2018 08:57 PMHow can I do the same via web-services? like estimateQuery, I would like to create a estimate as pdf or download it through code(node js)
December 17, 2018 03:27 PMCan anyone verify that this worked? I am trying to export over 1,000 .pdfs to print/save as a single file with a 2015 desktop version of the software. If I follow these steps, can I save as a single .pdf WITHOUT having to individually select each invoice as "print later?"
December 17, 2018 07:46 PMHello there, James665 and sherronw.
Currently, there isn't an option exporting invoices as PDF in QuickBooks Desktop. Just like what my colleague @IntuitCheyann mentioned, you can save your invoices one at a time.
Another way to do that is just open the invoice. After that, click the Print drop-down at the top, then select Save As PDF .
Also, I’ll be sure to share your thoughts with our engineers to see if this feature will be available on the next updates. I also recommend requesting this feature to our product developers. We'd love to know how we could make the program cost and time efficient to help run the business better.
Let me guide you through the steps to send the feedback:
If you need to reach out for more help our phone agents will be able to help you get to a resolution quickly.
Here's how you can reach them:
Feel free to leave a comment below if you have any other questions about saving invoices as PDF or about QuickBooks. I'll be happy to help you out.
January 14, 2019 11:15 AMIs this also true for Quickbooks online? Per this article, it appears selecting "print later" or "save later" is optional: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-email-or-print-multiple-invoices-. . I am willing to purchase the online version if necessary.
QuickBooks Team January 14, 2019 03:20 PMThanks for coming back, @sherronw.
Allow me to join the conversation and address your concern about exporting transactions as one pdf file in QuickBooks Online.
With QBO, you can save your invoices as one pdf file by using the Batch Print option referenced in this article: https://quickbooks.intuit.com/community/Income-and-expenses/How-to-email-or-print-multiple-invoices-. .
Once all invoices are entered into QuickBooks, follow the steps below to convert the transactions as a pdf file:
1. Go to Sales from the left menu and select the Invoices tab.
2. Place a check mark on the box next to the invoices to select them.
3. Click the Batch actions drop-down and choose Print Invoices .
4. A print preview using pdf will show on the screen.
5. Choose the Download icon at the top next to the Print icon to save the invoices as a PDF file.
That should get you pointed in the right direction. Please let me know if you need anything else. I’ll be here to help. Wishing you the best!
Thank you, Khim! To be clear, with the answer you provided, is it safe to say that I will NOT need to select each individual invoice as "print later" or "save later" in order for the Batch Print option to work? Thanks again!!
QuickBooks Team January 14, 2019 04:30 PMThanks for the prompt response, @sherronw.
Yes, you don't have to select the print later on each invoice in order for the Batch Print option to work. All you need to do is go to Sales and Invoices tab, then select all the transactions you wanted to convert as pdf.
Please refer to the steps I've given above for your reference. Also, check out this article for more information about downloading and saving invoices, other sales forms and statements as pdf in QuickBooks Online: https://quickbooks.intuit.com/community/Income-and-expenses/Download-and-save-invoices-other-sales-f. .
That should do it. Feel free to leave a comment below if you need anything else. I want to ensure your success. Take care!
March 09, 2020 05:14 AMHi, I can understand Batch printing in to PDF but that will still save all invoices as one PDF file.
How can I export many invoices and have them save as INDIVIDUAL PDF files? is this possible? I use quickbooks online. Thanks!
QuickBooks Team March 09, 2020 06:23 AMWelcome to this conversation, @jennybr. Thanks for specifying the version of QuickBooks you're using.
Currently, you can only export all invoices to Excel. The only way to save an invoice as a PDF file is to preview each of them and click the Download icon. Here's how:
Should you want to learn more about what data you can export, you can check out this article for your future reference: Export reports, lists, and more.
Don't hesitate to leave a comment below if you have any other questions. I'm always around to help.
March 02, 2022 05:43 AMSo it's several years later and I'd like an update on whether or not this is currently available with Quickbooks Enterprise or have you changed your revenue model to focus on recurring monthly revenue and abandon those customers that prefer an "offline" product?
QuickBooks Team March 02, 2022 06:19 AMThanks for making follow-ups on this issue. I understand the need to have this option be available in QuickBooks.
We haven't heard any updates about this matter as of yet. Though our engineers are already aware of these needs, all our suggested plans are subject to further study.
In the meantime, I'm encouraging you to submit a feature request directly to our product developers to ensure you'll get updates.
Let me guide you through the steps to send the feedback:
Feel free to post more of your concerns if you have any. I'll be right up to help.
May 03, 2022 04:41 AMHow do I save more than 50 invoices to one pdf file?
May 03, 2022 05:42 AMThanks for joining the thread, chris272.
I recognize the importance of saving multiple invoices to a single pdf file. Currently, this option isn't possible both in QuickBooks Desktop (QBDT) and QuickBooks Online (QBO). You can open each of the invoices and save it as a pdf file one at a time if you're using QBDT. While for the online version, you can download it individually.
As a workaround, you can consider looking for a 3rd party application that can combine multiple pdf files into one. Refer to this link to find one that suits your needs: QuickBooks apps .
I'm also adding the following articles below if you want to create a custom template for your sales forms:
You're always welcome to post again if you have further questions about saving invoices. I'll be here to help you.
May 03, 2022 05:57 AMUtilize a free app to merge PDF files. You can find many options by goggling.
January 12, 2023 10:59 AMThe only workaround I have found for this is to:
1. Print all invoices to paper.
2. Change my (ScanSnap) scanner settings to create separate files for each sheet scanned. (It will automatically assign separate file names as it goes. You can play with the File Name Format a bit. For example, all file names can include the words Invoice or 2023, or whatever label you choose, at the very least.)
3. Pull out the invoices that are on multiple pages, to do separately later. (Otherwise each sheet in the one invoice will get separated into 2 files.)
4. Feed all the one-page invoices through the scanner in large batches.
5. Once scanning and file saving is complete, edit each individual file name.
I may skip #5. because my scanner allows for OCR, so I can find the invoice I need by utilizing that feature without the need to rely on the file name. For me, putting them all in a folder identified by the fiscal year is enough.
