bookkeepers, accountants & QuickBooks users
Stop manually renaming QuickBooks invoice exports with customer details.
Organize QuickBooks invoice PDFs with customer name, invoice number, date, and amount. Keep your AR records ready for import and reconciliation.QuickBooks invoices auto-rename to YYYY-MM-DD_Customer_INV1234_Amount.pdf with 96%+ accuracy, ready for import and client distribution.
Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.
sample.pdf
Processing…
Make this workflow boring instead of stressful
Stop manually renaming QuickBooks invoice exports with customer details.
Ensure invoice numbers and amounts are visible for quick matching. Share client invoices without searching through generic filenames.
The ideal state is simple: QuickBooks invoices auto-rename to YYYY-MM-DD_Customer_INV1234_Amount.pdf with 96%+ accuracy, ready for import and client distribution.
Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.
97%
Extraction accuracy
<3 min
First rename
Safe-Rename
Originals untouched
What your files look like before vs after
No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.
qb-invoice.pdf
2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
Typical folder today
client-files/ misc/ qb-invoice.pdf document (2).pdf
After rolling out this workflow
client-files/ Ready/ 2024-10-10_QuickBooks_Invoice_INV-123_AcmeCorp.pdf
QuickBooks invoice automation
Rename QuickBooks invoices instantly with customer and invoice details.
- 1
Upload QuickBooks invoice PDFs or connect your export folder.
- 2
AI extracts customer name, invoice number, date, and amount.
- 3
Approve confidence-scored filenames before filing to AR folders.
3.2k QuickBooks invoices processed last month at 96% average confidence.
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.
Frequently asked
Ready to automate your renaming?
Connect Dropbox or Google Drive. 50 free renames to start.