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How to Convert QB Files to PDF’s Using QuickBooks PDF Converter

Posted on the 09 October 2019 by Justinconner

The data on QuickBooks Software holds quite sensitive information of the company with accounting and financial data. The sharing of certain transactions become important for the company with certain people but it is not possible for each of those people to be QuickBooks users. That is where the QuickBooks PDF Converter plays its role to Convert QuickBooks Files to PDF so that QB reports and forms become shareable when changed into Adobe Portable Document Format Files. In this blog, we talk about this built-in feature of QuickBooks and use of third party Amyuni utility initially installed within QuickBooks.

What is the use of QuickBooks PDF Converter?

Email sharing: The QuickBooks forms and reports become portable and can be shared over email if they are generated and converted into the PDF File. Sharing over emails and even computer networks become easy. The PDF file is accessible on applications such as Adobe Reader, Foxit Reader, Perfect PDF Reader, etc.

Reports and Forms: QuickBooks Files such as reports of expenses, reconciliation statement, and balance sheet are possible to be converted by the use of QuickBooks PDF Tool. The forms in QuickBooks like the company invoices and statements becomes easily shareable when changed into PDF using QuickBooks PDF Converter.

Process of Conversion of QuickBooks Document as PDF

  • Open the QuickBooks application and select the invoice that needs to be saved as a PDF.
  • Click on the File tab from the menu.
  • Select Save as PDF.
  • Make selection of the folder in which you wish to save the invoice as the PDF.
  • In the text field of File Name, enter the name and hit Save.

How to install QuickBooks PDF Converter for the conversion process?

  • Open QuickBooks either from desktop or searching it in the start bar.
  • By right-clicking, choose Properties.
  • Select Find Target or Open File Location.
  • The windows explorer will show number of Files.
  • Click on the Install.exe to install the PDF Converter.
  • Once the installation process is completed, click on OK.
  • From the start button of windows, open the Run window and type Printers.
  • Hit on Ok. Printers and Faxes window opens up.
  • Click on Document Converter and choose Rename.
  • Enter QuickBooks PDF Converter and press Enter on your Keyboard.
  • QB 2006-2009 R8: QB PDF Converter
  • QuickBooks 2009 R9 and later: QB PDF Converter 3.0
  • QB 2010 R1 and R2: QB PDF Converter 2.0

With an overview of what is QuickBooks PDF Converter and how to Convert QuickBooks Files to PDF’s, a number of queries might rise up in your mind. The team of Accounting helpline, helps in solving the troubleshooting steps that might occur during the above process or problem during the conversion process. The queries can be settled with the QuickBooks ProAdvisors team at (844)-888-4666.


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