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T-Town-CPA
Level 4
April 21, 2021
Solved

How to save client presentation in Excel

  • April 21, 2021
  • 1 reply
  • 17 views

I would like to save my client presentations in a format that enables me to send digitally to my clients.  Either in Excel or in a .pdf format.  I can not determine how to do this.  Is it possible?  Would you please direct me to where I can understand how?  Thank you in advance.

 

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Best answer by T-Town-CPA

You are correct.  I missed the client presentation in the Print Selected Forms option in the print center.  Moving the return to .pdf creates the presentation.  Thank you!

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 21, 2021
If you print to PDF the presentation gets included, doesnt it?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T
    T-Town-CPAAuthorAnswer
    Level 4
    April 21, 2021

    You are correct.  I missed the client presentation in the Print Selected Forms option in the print center.  Moving the return to .pdf creates the presentation.  Thank you!

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