Most of the businesses prefer versatility and convenience of saving file in Adobe’s portable document rather than default extension available in QuickBooks. If you have to send a report to the customer, you definitely don’t want them to modify elements in it. Now it is possible to save the invoice in a PDF document that solves issues of locking the content in the document.
Here are the steps to save any invoice as PDF in QuickBooks. You can follow the steps listed here to save forms and reports as PDF files as well. Simply open up the respective file up in your Quickbooks account and choose the “Save As” option. With that said, you can’t save a statement as a PDF file. In this case, the PDF option will be grayed out with the statement file. Here are some useful steps in this regard.
How to Save QuickBooks invoice as PDF?
Open QuickBooks and navigate to the invoice that you want to save as a PDF.
Click “File” from the menu and select “Save as PDF.”
Select the destination folder on your computer in which to save the PDF invoice. Enter a name in the “File Name” field and click “Save.”
But before you save a file as PDF, it is recommended that you scan all information and make sure that it is true. In case there is any error, fix it and ensure the client gets a true copy of the invoice. Just remember that you cannot edit a file once you have saved it. Open invoice by clicking on it that provides complete information regarding transaction with different options. You can always make changes to the invoice, but it is more convenient to make changes before you save the document.