Tutorial on Sending Annual Report in FreshBooks

Step 1 - Open FreshBooks

Step 1


Step 2 - Go to Reports link and double click on Profit & Loss


Step 3 - Expand and Go to Filters

and make sure they are set up by Fiscal Year - monthly


Set up Filters as as shown below


After expanding your report should look like this


Step 4 - Email Annual Report.

Click on Send and Enter the email address.


Feel free to reach out to Yuliya Gekhman if you have any questions. Email address ygekhman@aws.org



By lapka1983