“Say Cheese!” – QB Company Snapshot



Find this useful QuickBooks feature by clicking the tab called Reports> Company Snapshot.  It shows the company’s Money-In, Money-Out and Overall Performance, at a glance.

Based upon selected dates and displayed using graphical visuals, find your ‘Top 5’  Income Accounts located in the top-left box, and in the top-right, your Expenses.  ‘Drill down’ into the specifics by clicking on the respective chart.

The bottom left box displays who owes you money (your Accounts Receivables) and in the bottom right who YOU owe money (your Accounts Payable).

To compare your company to others in your industry click Reports > Scorecard.  (More info HERE.)

Need help?  Have QuickBooks Questions?  Call QuickBooks Expert Chris McGee at (360) 303-5798.  Specializing in Manufacturing, General Construction, Distribution and Service Businesses for over 20 years, call him for a free business review.


QuickBooks® Company Snapshot Report