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January 1, 2024
Question

Since the update, when i download a invoice on QB Online it doesn't it by the invoice number

  • January 1, 2024
  • 1 reply
  • 4 views
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1 reply

AlverMarkT
Moderator
January 1, 2024

Thank you for reaching out regarding your concern with downloading invoices on QuickBooks Online (QBO) after the recent update, @myboatcompany-ya. I'm here to help.

 

Following the recent update to the invoice layout, QBO has implemented a new method for creating the default file names during invoice downloads. With this update, QBO customizes the file name to reflect the number of times an invoice has been downloaded.

 

For streamlined invoice management, I recommend dedicating a folder to store your invoices and renaming them manually upon download for better organization.

 

For guidance on navigating the updated system for estimates and invoices, here's a helpful article: See what’s new with estimates and invoices in QuickBooks Online.

 

Should you need more help with the updated invoicing features, feel free to reach out to the QuickBooks Community. Stay well.