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