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Rhondas Tax Service
Level 1
January 17, 2020
Question

pdf saving location

  • January 17, 2020
  • 14 replies
  • 89 views

Please tell me how I can choose the location where my 'Create PDF' saves

This topic has been closed for replies.

14 replies

Intuit Community Champion
January 17, 2020

From Home Base, press  "Ctrl P" that will bring up the print options window, click on "Printer, PDF, and DMS setup" you then you have the choice of the default or change any item to your liking.

Level 3
February 10, 2020

The problem I have with saving PDFs to my server (S:/) instead of the default C:/ drive is I have to correct it every day! Program does NOT remember my selection when I close down the program. The whole reason I have the server and pay for the network license is to be able to use my server to store everything!

Level 5
February 21, 2020

Every time there is an update, the PDF file location defaults back to my local computer.  We have a Network installation.  I usually am able to just change it, but recently the Network drive doesn't even show up until I close the program and restart my computer.  This is frustrating.  Please fix this issue.

Camp1040
Level 10
January 17, 2020

If you want to save your ProPDF to other than the default location, such as your desktop. Go to C find the ProPDF folder, right click and create a shortcut to your desktop.

I think that might have been what you were asking. FYI only the Intuit All stars are certified in mind reading: :smileyhappy:

Level 2
May 2, 2021

The files aren't even writing to the ProPDF folder.  I can't see them.  I have view to all "hidden files" even and they aren't there.  Tried searching whole PC and no PDFs were created today. I have ProSeries Basic so don't have the same window option to do a View of the PDF and then Save to Desktop.  

Any suggestions would be appreciated.  

The above afforementioned solution of Viewing the PDF, then saving to desktop doesn't work in the ProSeriesBasic version.  Feature isn't there.  Cluncky software.

Camp1040
Level 10
May 2, 2021

I use Pro Series basic and do not have any trouble saving PDF files my system is standalone, I can't even follow the scenario you were describing. When you select print from the left hand side of the screen then you have 3 tabs at the top, file copy, client copy , preparer copy, and then print options. Check that your print options are what you want and that you have selected Pro PDF as the default location when you installed the software then select preparer  tab and click save as a PDF bottom of the screen if your system does not look like that maybe it's not basic.