QuickBooks Company Snapshot: Customize, Print, Read, Manage & Use

You continually balance a variety of current projects if you’re a business owner or manager. As your workday begins, you […]

You continually balance a variety of current projects if you’re a business owner or manager. As your workday begins, you need to be aware of the status of each, so you probably examine notes and files, a spreadsheet, or even a project management tool. The condition of your finances is most likely the most significant of them.

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How can you quickly evaluate this important problem each day? It’s challenging to impossible to manually handle accounting. The Company Snapshot in QuickBooks gives you a one-page overview of the numbers you need to know. If you’ve been diligently keeping track of transactions and other data, you may visit this screen and count on a quick, accurate update. To access the Company Snapshot, open the Company menu and choose it.

About QuickBooks Company Snapshot

An overview of your company’s performance is provided by your company snapshot. You may examine patterns in your income and expenses as well as who owes you money, what needs to be done, and the balances in your accounts immediately.

A common substitute for lengthy reports with plenty of figures is to present business information in a graphical fashion. Without wasting much time poring over lengthy printouts, charts and graphs provide a quick and simple approach to understand the essential business metrics.

In an effort to follow this trend, QuickBooks. The Company Snapshot was first presented a couple of years ago. A busy owner or manager would likely find value in Company Snapshot’s focus on crucial information. It strives to make the information easy to read and quickly digestible. Every detail is simultaneously accessible with a mouse click.

Why You Should Use QuickBooks Snapshots

Multiple methods of obtaining information about your clients, their payments, and your business are available with QuickBooks. Snapshots in the software offer quick, comprehensive summaries.

QuickBooks’ adaptability is one of its benefits. In a number of ways, it assists you in finding the precise information you seek. What screen you’re currently working on and the exact piece of data you require will determine which one you select at any given time.

Home Base

A dashboard, which is a feature of web-based financial software, is absent from the desktop edition of QuickBooks. Dashboards are just home pages with more features. Instead of just offering navigational tools and menus, Snapshots show graphs, grids, and lists that represent the data you’d probably want to see when you first log on, such as account balances, breakdowns of your income and expenses, and high-priority tasks, along with links to related activity screens. Usually, these are customizable.

Reminders from QuickBooks let you know what has to be done immediately or today. On the other hand, they conceal nothing about your financial situation. Snapshots exist. Company, Payments, and Customer are the three versions.

Many Sections

We’ll examine the Customer Snapshot to discover how this function. In the left vertical navigation pane, select Snapshots to find it. As soon as the window opens, check to see if the Customer tab is selected; if not, click on it. Select a customer by clicking on the arrow adjacent to the CUSTOMER field in the top center.

Here, the data is displayed in three columns. Some frequently sought-after figures (like Total Sales) and others that you might have difficulties locating in any other place (like Average Days to Pay, etc.) are displayed in the left pane. You’ll notice Recent Invoices and Recent Payments in the center. Additionally, the right section (which is not visible in the screen photo) has two graphs that may be customized: Sales History and Best-Selling Items.

When you initially access the Company Snapshot, the information boxes will be displayed in this default arrangement. Simply click the X in the top right corner to get rid of any of them. By selecting the +Add button next to the one you want in the upper left corner after clicking the arrow next to Add Content, you can always restore them.

The blocks can be shifted around on the page as well. Click on the header of one to select it, hold it while dragging it to the desired location, and then release it.

Personalized Pages

Users with access to the data contained in each Snapshot can alter their own views by adding or removing pieces and rearrange them. As a result, even though the real-time data in all of them is the same, each employee can have their own distinctively designed Snapshots.

Other Snapshots

The other two Snapshots offer more data options and are more intricate. However, they can be customized in the same ways that the Customer screen was. Your brief update on items like Recent Transactions and A/R by Ageing Period can be found in the Payments Snapshot.

You can display up to 12 lists and charts using the Company Snapshot, such as:

  • Account Balance
  • Customers who owed money
  • Expense Breakdown
  • Vendors to pay

Given that it may also display your reminders, this would be a nice page to utilize as your dashboard (home page). Open the Company Snapshot and select Edit | Preferences | Desktop View | My Preferences. Click the Save current desktop icon. If there is a checkbox next to Show Home page when opening company file, remove it.

How does the Company Snapshot Work?

With the help of the Company Snapshot report, you can compare your company to others in your field and get an excellent picture of the money coming into and leaving your organization. Access the report here:

  • Click on the Reports tab and select Company Snapshot.
  • If prompted, install Adobe® Flash® Player (you’ll need to shut all browser windows for this), then try to access the report once more.

If users are unable to add specific information to QB Company Snapshot, they should contact QuickBooks Support.

You will See Four Sections When the Report Opens:

  • The five Income accounts with the highest income for the chosen period are graphically shown in the top-left box. The category Other is used to group together all other accounts.
  • The five Expense Accounts with the highest expenses for the chosen time will be displayed as a pie graph in the top-right box. The Other category includes all additional costs.

Note: The pie charts for Income and Expenses allow you to drill down to more specific reports by clicking on them.

  • Previous Year Income and Expense Comparison Charts are the following set of boxes. You can compare income and/or expenses from year to year using the charts that have been included. The complete information that was used to create the chart you see in this section may be viewed by clicking on the chart itself.
  • Customers that owe you money are listed in the bottom-left box along with how much they currently owe you.
  • Your current Open Balance with each Vendor or Supplier is displayed in the bottom-right box along with their name.

There is a Print icon in the upper-right corner of each box. To access the chart’s print preview page, click the symbol in that box. Click the Print button in the top-left corner of the Print Preview page to start printing.

Using the Scorecard, Which is also included on the Reports page, will allow you to compare your business to others in your field.

You will notice the following restrictions because of the uniqueness of this report:

  • Not Customizable.
  • There is no way to copy and paste into other programs or export to Excel or PowerPoint.
  • Only the Essentials and Plus plans come with this QuickBooks Online functionality.

It is known that QuickBooks Online (QBO) and/or QuickBooks have this problem or error code. Both self-service and paid assistance solutions are available for this issue. To ensure minimal downtime and let you keep running your business, experts are on hand to fix your QuickBooks issue. Try handling the problem yourself at first by looking for one of the solutions listed below. You can contact us by clicking here or by utilizing additional support methods if the problem is complicated or if you are unable to resolve it.

How to Customize QuickBooks Snapshot tab?

You may complete chores from a single location with the help of Snapshot, which offers real-time and condensed information.

QuickBooks offers the following three Snapshot tabs:

Company Snapshot

Company Snapshot

Payments Snapshot

Payments Snapshot

Customer Snapshot

Customer Snapshot

This tab offers a condensed picture of a customer so you can quickly see their most recent invoices and payments, sales history, the products they most frequently purchase, and other summary data.

By adding, moving, and removing items, you may quickly alter the contents of any of these tabs to display the information you choose. The page’s default settings can be restored if necessary.

The changes you make to a tab will only be visible to you. Your personal photograph can only be seen by you.

Adding of Content

  • The content gallery will open when you select the Add Content button.
  • To display a preview of the available content, such as graphs and charts, select Show Preview.
  • By choosing Add then Done, you can add the content to your picture.

Removing of Content

A content panel can be deleted from your snapshot by selecting the X in the top right corner of the panel. The material is placed back in the content gallery. If you change your mind, you can add it back in at a later time.

Moving of Content

By using its header, you can move a content panel and then release it.

Default Restore

To return the snapshot’s settings to their default state, click the Restore Defaults button at the page’s top. The additional content panels are moved back into the gallery, the other panels are put back in their original places, and the date ranges you selected are set back to their initial values.

How to Read Your Company Snapshot in QuickBooks Online

You should become familiar with the Company Snapshot function and how to use it if you use QuickBooks Online for your accounting and bookkeeping. Whether you manage your own accounting or enlist the aid of an online bookkeeping service, the Snapshot function gives you the chance to comprehend how your business is doing overall and what you need to improve for the future.

Major Sections of Company Snapshot

The information input into QuickBooks for your business is displayed in real time on a screen called the Company Snapshot. A busy business owner will benefit greatly from the program’s information parsing and easy-to-read summary. The topics covered by this panel include income trends, expense charts, the balances of all QuickBooks-related accounts, a breakdown of the sources of income, money owed to vendors, expense line items and accounts, the highest-earning clients and suppliers, the best-selling inventory, any accounting reminders and an income and expense comparison to the previous year.

Even if you don’t have full administrator access to QuickBooks, the snapshot will still display the data that you can access. You are limited to using the accounting data in the other parts that are open to you and your staff if you do not have access to all of them. You can alter this page if you don’t require all of the details seen in the snapshot.

Customizing of Snapshot Page

The “Add Content” button on the Company Snapshot page gives you access to the several types of reports you can include there. The “Add Content” button opens a box with a list of all the changes you can make to the Snapshot page. Click “Add” on the Add Content page to add this specific piece of content to your Snapshot page. If you see any information on the Snapshot that you don’t want to have there, simply click the “X” next to the field. The best balance between valuable information and information overload can be achieved by adding and removing options as necessary. Finding the ideal format requires time, but the work is well worth the wait. When you have the desired content, position it in the desired location on the Company Snapshot panel by clicking and dragging it there. For a fresh start, select “Restore Defaults” or “Done” to preserve your modifications.

How to Manage Your Company Snapshot in QuickBooks Desktop for Mac

An overview of your company’s performance is provided by your company snapshot. You may examine patterns in your income and expenses as well as who owes you money, what needs to be done, and the balances in your accounts immediately.

Exploring of Your Company Snapshot

  • Select Homepage under Company from the dropdown.
  • Please choose Company Snapshot.
  • View the info you require.
    • Any column can be sorted by selecting its title.
    • Drag to reorder columns by selecting their tops first.
      • To view a graph’s details, select the data.
    • To display data in days, months, or years, select the View dropdown menu on a graph.

Customizing of Your Company Snapshot

Your company snapshot can be simply customized to showcase the data you wish to see.

Insert a Widget

  • The customize icon may be found in your Company Snapshot window.
  • Choose a widget, then drag it onto your snapshot.

Take Away a Widget

  • The customize icon may be found in your Company Snapshot window.
  • The widget’s X icon should be selected.

In Your Corporate Snapshot, include Reminders

Reminders can be added to your snapshot so that you remember to keep up with your transactions.
Here’s how to set up reminders so you can include them in your business snapshot.

  • Select Preferences from the menu in QuickBooks.
  • Pick Reminders from the Preferences window’s menu.
  • Set the choice to only display the data you want to appear in your reminders.
  • Snap the Preferences window shut.

However, there are additional reports that you should run on a regular basis, such as complex standard financials report that call for professional analysis. QuickBooks Snapshots can rapidly get you up to speed on important components of your accounting file. We can assist you in interpreting them, which will enable you to make wiser, more knowledgeable business decisions.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.

Frequently Asked Questions

How do I Set this as My Opening Page?

Can other Users see My Personalized Snapshot?

Why Can’t I View Some Content Areas?

What Does QuickBooks Company Snapshot Mean?

Which Tab gives a Quick Overview of the QuickBooks Financials for Your Business?

What is an Organization Snapshot?

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