how do I save my reports to a pdf to e mail to cpa . not sure what quicken version I even have

the file I saved can not be opened from an e mail
how can I save and send another way ?


  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    If you are using Windows 10, you select to print the report and when prompted for the printer, select Microsoft print to PDF. Quicken also installs a PDF printer and should display in the drop down.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 21H1
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited March 2019
    what version of Quicken -
    which OS - Windows or Mac -
    Here is a sample report - QWin 2019 - click on the "envelope" at the top menu bar
    it can email the report as a PDF or an Excel spreadsheet.

    Quicken Subscription - Windows 10
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited March 2019
    Hello nancyzacherl1. Appreciate your question.

    If you are using Windows, you can click on the Help menu, and choose "About Quicken."

    If you are using Mac, you can click on the Quicken Menu next to the Apple icon on the top left hand side and choose "About Quicken."

    Please let us know so that we can best help you with your question.

    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
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