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Replying to:
ChristieAnn
QuickBooks Team

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Hi there, AusAg.

 

Welcome to the QuickBooks Community. I can see how vital it is for your company to start with a filename that defaults to the invoice number. I'll ensure you can send a suggestion so it'll be forwarded to the Product Development Team. 

 

I suggest sending feedback by going to the Gear icon in QBO so you can request about having the option to assign invoice numbers as filenames on PDF invoices. 

 

Here's how:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. 
  3. Choose Next to submit feedback.

 

Once done, please know that any recommendations are sent to our engineers for consideration in future updates.

 

Lastly, I'm also adding this article if you need more help managing your customer's data in the future: View sales transactions.

 

I've got your back if you have more questions about managing your sales transactions and other QuickBooks-related concerns. I'm always around to help, AusAg. Take care and have a great day!

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