Keyboard Shortcuts for Saving & Emailing Spreadsheets as PDF

by David Ringstrom,CPA
Saving Excel spreadsheets as PDF files has gotten incrementally easier over the years, but can still require more effort than necessary. When saving a document as a PDF, many users go through several mouse clicks on the File menu instead of choosing PDF as the file type in Excel's Save As dialog box. However, this technique can be streamlined even further with a single mouse-click or keyboard shortcut. Emailing a spreadsheet as a PDF attachment can be simplified in the same fashion, as I'll explain in this article.
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About the author:

David H. Ringstrom, CPA, heads up Accounting Advisors, Inc., an Atlanta-based software and database consulting firm providing training and consulting services nationwide. Contact David at or follow him on Twitter. David speaks at conferences about Microsoft Excel and presents webcasts for several CPE providers, including AccountingWEB partner CPE Link.