From the course: QuickBooks Pro 2020 Essential Training

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Use Snapshot, Insights, and Bill Tracker

Use Snapshot, Insights, and Bill Tracker - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2020 Essential Training

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Use Snapshot, Insights, and Bill Tracker

- [Instructor] The snapshot tool that comes with QuickBooks is a great way to find out an overview of how your company is doing as a whole. To access this snapshot tool, click the arrow on the top, left-hand side to expand the navigation pane. From here, select Snapshots. It's going to default to the company snapshot. The company snapshot contains modules with things like income and expense trends. It shows you a list of all your customers who owe you money. It shows you your account balances, and you can also see your top customers by sales. You can scroll down to see all of the modules that appear in this home snapshot tool. In fact, you can add more by scrolling to the top, and clicking Add Content. You can add things such as Income Breakdown, Previous Year Income Comparison, and more. I'll click Done on the right. The best part about the snapshots tool is that you can completely customize each module. For…

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