Getting Started with QuickBooks PDF Converter: A Beginner’s Tutorial

Are you in pursuit of getting your QuickBooks files converted to the PDF format? Well, in that case, QuickBooks PDF Converter is a one-stop solution. This impeccable tool can seamlessly get you company files, reports, and transactions converted into PDF files that can subsequently be communicated over email, printed, or transferred to external storage devices. Dive deeper to know more about the tool and the procedure to use it for PDF conversion in QuickBooks.

What is QuickBooks PDF Converter?

QuickBooks PDF Converter allows for a seamless file sharing of the company files and reports to professionals outside QuickBooks. This feature allows the following:

• It helps users to share their reports or forms upon converting them into the PDF format. Furthermore, users can also share their files with multiple users through emails. The PDF file can later be viewed by using PDF readers like Adobe Reader.

• The PDF Converter tool can be employed for the easy conversion of expenses, balance sheets, company invoices, reconciliation statements, and other reports into the PDF format.

How to Install QuickBooks PDF Converter?

The steps for installing the QB PDF converter are

• Open QuickBooks with admin privileges by right-clicking its icon and then opting for the Run as Administrator option.

• Now, make a move to Properties, and from there, click on Open File Location.

• To install the PDF Converter, double-click on Install.exe.

• If the file is not available in the QuickBooks folder, the user should manually download it from the Intuit website and then open it to install the feature.

• When the installation has successfully culminated, hit OK.

• Now, hit on the Start menu, and in the Run box, type "Printers," and following that, hit on Ok.

• This will reveal the Printers and Faxes window.

• The user is then required to opt for the Document Converter in the Printers and Faxes window and then click on Rename.

• Type “QuickBooks PDF Converter”, and then hit the Enter key.

How to convert a QuickBooks document as a PDF?

The steps for conversion of a QuickBooks document into PDF are given below:

• At first, run QuickBooks.

• Upon opening the accounting program, choose the invoice to be saved as a PDF.

• After that, hit on the File tab, and subsequently, hit on the Save as PDF option.

• The next step requires choosing the destination folder to save the invoice as a PDF.

• Finally, type in a name in the File Name field and then hit Save.

What is the process to send solicitations in the PDF format?

The procedure for sending solicitations in PDF format is

• In the inception, run QuickBooks, and then head to Project.

• Herein, proceed by tapping on the Invoices tab.

• Opt for the invoice row. Subsequent to that, the user should see the recently issued invoice.

• Subsequently, hit on the option to ‘Save the invoices as a PDF attachment on another email’ in the invoice tab toolbar.

Conclusion

With that, we end the blog on QuickBooks PDF Converter. For technical support, reach out to our QuickBooks Desktop error support experts at the helpline, i.e., 1-800-761-1787.