Rename QuickBooks invoices automatically by customer, date, and invoice numberautomatically
Organize QuickBooks invoice PDFs with customer name, invoice number, date, and amount. Keep your AR records ready for import and reconciliation.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-10
Invoice #
123-4567890-123
Issuer
QuickBooks
Rename QuickBooks invoices instantly with customer and invoice details.
- Upload QuickBooks invoice PDFs or connect your export folder.
- AI extracts customer name, invoice number, date, and amount.
- Approve confidence-scored filenames before filing to AR folders.
Proof: 3.2k QuickBooks invoices processed last month at 96% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
qb-invoice.pdf
2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Example naming rule
Rename to 2024-10-10_quickbooks_123-456789
Why teams adopt this workflow
QuickBooks-specific extraction: Recognizes QuickBooks invoice format, extracts customer names, invoice numbers, dates, and amounts accurately.
Import-ready naming: Filenames match QuickBooks import requirements with proper date formatting and customer identification.
Payment status tracking: Optionally include payment status (Paid/Unpaid) in filenames for better AR aging management.
How it works
QuickBooks invoices auto-rename to YYYY-MM-DD_Customer_INV1234_Amount.pdf with 96%+ accuracy, ready for import and client distribution.
- Upload QuickBooks invoice PDFs or connect your export folder.
- AI extracts customer name, invoice number, date, and amount.
- Approve confidence-scored filenames before filing to AR folders.
FAQ
Can I rename QuickBooks invoices from multiple customers at once?
Yes. Upload invoices from different customers together, and we will extract each customer name automatically for accurate naming.
Will it work with QuickBooks Online and Desktop invoices?
Absolutely. We handle invoice PDFs exported from both QuickBooks Online and QuickBooks Desktop with the same accuracy.
How do I add payment status to invoice filenames?
Use custom naming templates to include payment status from the invoice. Preview the format before processing, and apply it consistently.
Can I organize invoices by customer or month?
Yes. Our folder organization feature can automatically sort invoices by customer, month, quarter, or year based on the invoice date.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.