Hello, joeculbert.
I'd like to take a moment to drop by here and give some details about the QuickBooks 2023 and the ability to customize the PDF names.
I checked the logs for QuickBooks 2023 updates and new features. The ability to customize the PDF file name isn't included in the updates.
Just to add more details on what my colleagues had given before, QuickBooks automatically assigns a file name for the PDF whenever a form is sent to the customers. As you've noticed, we're unable to customize this.
Though, we can send feedback to our developers regarding this option. They might reconsider adding this feature in the next future updates or versions of QuickBooks. To send feedback, click on the Help menu, hover on Send Feedback Online, then choose Product Suggestions.
For now, let's manually download the statement or invoices as PDF, then send them to the customers. We can follow the steps given by Rose-A above.
If you'd like to know more about what's new in QuickBooks 2023, I'll include these articles:
Need to review your financials in the near future? There are a bunch of reports we can use within QuickBooks and all it takes is for us to know how the data is shown on each. Take a moment to read this article if you'd like to know how to utilize them: Understand reports.
You can always drop by if you have more questions about managing your customer statements and invoices. Would you like some assistance in handling other entries or reports? Create a new thread and my team and I will be right there with you. I'll see you again soon.
