New Feature Alert: Print or Export Reports!

Coach Natalie
Coach Natalie Administrator, Moderator admin
edited August 15 in Updates From the Product Team

We’re excited to roll out a new enhancement for Early Access QBP and Basic users on the Web App — you can now print or export some of your Reports!

What’s New?

You now have the ability to print or export the following Reports in Quicken Simplifi/Quicken Business & Personal:

  • Profit & Loss
  • Balance Sheet
  • Income & Expense
  • Taxes

Just open any of these reports and click the new three-dot menu in the upper-right corner. From there, you can:

  • Print the report (with preview, page selection, and other customization options)
  • Export to CSV, Excel, or PDF

Whether you’re organizing your finances, sharing with your accountant, or keeping hard copies for your records, this update makes it easier than ever.

Let us know what you think of this enhancement by clicking the link below!

https://community.simplifimoney.com/discussion/14115/print-or-export-business-reports-share-your-feedback-here

-Coach Natalie

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