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    How to save client presentation in Excel

    T-Town-CPA
    Level 4
    ‎04-21-2021 06:44 PM

    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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    T-Town-CPA
    Level 4
    ‎04-21-2021 06:56 PM

    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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    2 Comments 2
    Just-Lisa-Now-
    Level 15
    Level 15
    ‎04-21-2021 06:44 PM
    If you print to PDF the presentation gets included, doesnt it?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T-Town-CPA
    Level 4
    ‎04-21-2021 06:56 PM

    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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