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How to save client presentation in Excel

T-Town-CPA
Level 3

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 3

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 Replies 2
Just-Lisa-Now-
Level 15
Level 15
If you print to PDF the presentation gets included, doesnt it?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
T-Town-CPA
Level 3

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!

View solution in original post

0 Cheers