How do I view and download my bookkeeping reports?

In the Dashboard we send you each month is a link called Summary Reports. Click this link to open your financial reports.

They will open within a Dropbox window where you can view them. Feel free to use the zoom function if necessary.

If you prefer, you can download them to your computer. To do so:

  1. Click the Download button in the upper right corner.
  2. Choose to either download it, or save it to your Dropbox account, if you have one.
  3. If you chose to download them, they should be now saved to your computer as a PDF. Check your internet browser settings to determine the location of your downloaded files.

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