How do I save invoices as PDF in a folder on my computer

Roslyn_9745732
Roslyn_9745732 Member Posts: 102 Novice Member Novice Member
edited October 2024 in Accounts Hosted
Trying to save a pdf invoice to a folder on my pc.  When I ask Reckon to save as a pdf it only has Reckon folders available.  Is there anyway I can do this?

Comments

  • Catherine Healy
    Catherine Healy Member Posts: 16 Novice Member Novice Member
    edited August 2019
    When I save: I go to print and get as far as just before the last PRINT, I change my DESINATION to save as pdf and then I chose a folder to put it into. Hopefully thats all clear enough.
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,222 Reckon Community Manager Community Manager
    edited September 2019
    Hi Roslyn,
    Save the document to the Q drive which is one of the Reckon drives you'll be seeing.
    Once that is done, use the Floating Toolbar to download it to your PC.
    Check out the video below.


    https://www.youtube.com/watch?v=uK7eOPHkZck



  • Roslyn_9745732
    Roslyn_9745732 Member Posts: 102 Novice Member Novice Member
    edited June 2019
    Thanks Catherine.  That worked well :)

  • Roslyn_9745732
    Roslyn_9745732 Member Posts: 102 Novice Member Novice Member
    edited June 2019
    Thanks Rav.  Catherine's solution above is much quicker and more efficient.  :)
  • Katie_10157377
    Katie_10157377 Member Posts: 2 Novice Member Novice Member
    edited August 2019
    Hi , that didn't work for me as it just printed out giving me no option to save as HELP
  • Johnny Lambo Jones
    Johnny Lambo Jones Member Posts: 1 Novice Member Novice Member
    edited September 2019
    is there anyway to make this faster and download directly to my computers desktop?
This discussion has been closed.

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