Save As PDF

Save As PDF
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Save As PDF
Video Length: Video Size: File Size:
2 Minutes 2 Seconds Up To Full Screen 4252 KB

QuickBooks Online Training
Video Tutorial Over Saving As A PDF

You can save QuickBooks forms (credit memos, estimates, invoices, purchase orders, reports, sales orders, sales receipts) as PDF files for various reasons:


  • To create a copy to save for your own records

  • To see what an emailed PDF looks like before you send it to a customer

  • To email using your own email service outside of QuickBooks

When you email a form (invoice, estimate, statement, sales receipt, credit memo, purchase order, sales order, or report) directly from QuickBooks, the document is automatically converted into a PDF file attachment that is sent with the message. The message containing the attachment includes a link your customer can click to download the free Acrobat Reader software.

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