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

  • 1
  • Question
  • Updated 2 months ago
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?
Photo of Roslyn

Roslyn

  • 1,504 Points 1k badge 2x thumb

Posted 4 months ago

  • 1
Photo of Catherine Healy

Catherine Healy

  • 370 Points 250 badge 2x thumb
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.
Photo of Roslyn

Roslyn

  • 1,484 Points 1k badge 2x thumb
Thanks Catherine.  That worked well :)
Photo of Katie

Katie

  • 70 Points
Hi , that didn't work for me as it just printed out giving me no option to save as HELP
Photo of Rav

Rav, Community Manager

  • 89,476 Points 50k badge 2x thumb
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.




Photo of Roslyn

Roslyn

  • 1,504 Points 1k badge 2x thumb
Thanks Rav.  Catherine's solution above is much quicker and more efficient.  :)
Photo of Johnny Lambo Jones

Johnny Lambo Jones

  • 80 Points 75 badge 2x thumb
is there anyway to make this faster and download directly to my computers desktop?