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:
- Click the Download button in the upper right corner.
- Choose to either download it, or save it to your Dropbox account, if you have one.
- 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.