Can I pull up an old version of my financial reports?

As you make changes to your bookkeeping, we will implement those changes into your QuickBooks file so that the next time you receive your reports, they will include those changes.

If for some reason you had a desire to compare your new reports with an older version, it's difficult to do. Feel free to email Support with the request, and we will see if we can make it happen.

In order to prevent this problem, what we suggest doing is saving a copy of the reports we send you each month. Simply download the PDF of your Summary Reports from your Dashboard to your computer and archive it so that you have a copy in case you need it. Here's how to do that:

  1. Open your Dashboard.
  2. Click the Summary Reports link, which should open your reports within a Dropbox window.
  3. In the upper right hand corner, click Download, then choose Direct Download to download a PDF. The PDF will download to a location on your computer that is determined by your computer's settings.

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