Thank you for joining us here and for raising your question about reversing QuickBooks updates, Melody. I would have felt the same if one of the key features was no longer available in the software.
Once an update is installed, we're unable to switch it back to a previous version. Updates permanently update the software files.
However, the functionality to save a PDF attachment when emailing reports and transactions is still available in QuickBooks Desktop 2023 and newer versions.
Please be aware that this option is only accessible if you are using the Web Mail option. It's possible that the settings may have been unintentionally changed to QuickBooks Email, which does not offer the same option.
Here are the steps to switch your preferences back to the previous configuration so you can enable PDF saving again:
- Go to the Edit menu and select Preferences.
- Look for Send Forms and proceed to the My Preferences tab.
- Select QuickBooks E-mail under the Send E-mail Using section.
- Click OK.
With Web Mail chosen, QuickBooks will once again automatically attach a PDF when you email out reports.
Allow me to share these articles in case you run into issues when saving, printing, or emailing data as PDF documents in QuickBooks:
Please don't hesitate to return here and ask any additional questions if you require further assistance with QuickBooks, Melody. We are always available to provide support and offer guidance whenever you need it.
