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Reports

What is a Profit and Loss Report?

A Profit and Loss Report (P&L) is a report that shows your total Income and your total Expenses in a specific period of time. It’s a really useful report …

Reports - How are different currencies shown in each r…

Profit and Loss: Your P&L report will take advantage of historic exchange rates, averaged over the period of the Report. Tax Summary: Your Tax Summary repo…

What is a Payments Collected Report?

Your Payments Collected Report breaks out all of the payments you have recorded in detail. You can run your Payments Collected Report by going to Reports —…

What is a balance sheet?

A Balance Sheet is a snapshot of your business’ financial position on a given day, usually calculated at the end of the quarter or year. It is a summary …

What is an Invoice Details Report?

Your Invoice Details Report gives you a comprehensive overview of all Invoices you have generated in a given time period. You can run an Invoice Details Report …

Accountant Center for the FreshBooks User

So what does this feature do? Accountant Center gives your accountant their own separate and secure access to your FreshBooks Reports and Journal Entries, makin…

How can I prepare my taxes faster?

What exactly do you need to know before filing your taxes? Whether you’re working with an accountant or doing it on your own, FreshBooks has information to he…

What is an Expense Report?

The Expense Report breaks down all of your expenses into detail. You can run your Expense Report by going to Reports —> Accounting Reports —> Expens…

What is a Tax Summary Report?

Your Tax Summary Report gives you a summary of the value of the tax you have collected along with how much you have paid on Expenses. You can run your Tax Summa…

An invoice was paid but it is still showing as outstan…

So you’ve added a payment to an invoice…Hooray for getting paid! Then you wander over to your Accounts Aging report thinking everything’s dand…

Journal Entries - Leave your Feedback!

Your feedback is our lifeblood, and we’d love to know what you think of the Journal Entries Feature. Please leave your thoughts below! Fill out my Wufoo f…

Journal Entries - An Overview for your Accountant

Journal Entries Guide: Overview of Journal Entries Overview of Journal Entries for your Accountant Have feedback? Let us know! Accountant Overview - Table of…

Journal Entries - An Overview

Journal Entries Guide: Overview of Journal Entries Overview for your Accountant What are journal entries? Journal entries are the building blocks of financia…

Why are my totals cut off when I try to print reports?

Tax season approaching, and can’t get your reports to print properly? Oh no! But wait, there’s still hope! Just change your page setup. Those miss…

How does the Revenue by Staff report work?

Great question! Our Revenue by Staff report is based on the invoices that your staff create. Your staff must be the one making the invoice for that revenue to…

How does FreshBooks calculate accounts receivable?

You may have noticed that the only value that is pre-populated on your balance sheet is the “Accounts Receivable from FreshBooks” field. That is th…

Totals and Displays – How are different currencies s…

The currency of an invoice or estimate will appear next to its amount. When invoice totals or estimates are displayed, they will be displayed by currency with …

Exchange Rates - How does FreshBooks handle exchange r…

In most cases you won’t need to worry about exchange rates, because your invoice and payment will always be in the same currency. However, there are three pla…

Why do my partially paid invoices not show up in my Ac…

Partially paid invoices may not show up in your Accounts Aging report if they are still in draft mode and are not “active” invoices. This may be be…

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