How to Customize Company Snapshot In Quickbooks Support

Company Snapshot in Quickbooks

Last Updated on December 10, 2020 by Editorial Team

This type of report you can add to the Business snapshot is accessed through the “Add Content” option viewed on the Company Snapshot. The “Add Content” access a window that details you can make to the Snapshot Page. At the Add Content Page, press “Add” to put this individual content option on your snapshot page. so let’s discuss the company snapshot in QuickBooks.

If you find there’s some information you don’t require on the Snapshot, press on the “X” next to its field to remove it. Then You can add or remove options as required to find the best balance between beneficial information. It takes time to find the best format, but the effort is well worth the time. Once you have the content you need, press and drag it on the Company Snapshot panel to position it as you wish, Press “Done” to Save your Changes or “Restore Defaults” to start over. So, here start the article.

Why Should You Use A QuickBooks Snapshot

QuickBooks offers many ways to get information about your customers and their payments and your company. A snapshot of the software provides a quick, comprehensive overview.

When do you need to get information about QuickBooks customers or what they make about QuickBooks payments? You have many options. For example:

  • Create a report
  • Go to their customer pages
  • Click on the payment received on the home page and find the arrow (not very elegant or fast, but the easiest way to find your payment).

One of the features of QuickBooks is its flexibility. This will help you find the exact information you are looking for in different ways. Which screen you choose depends on what screen you’re currently working on and what your data needs.

General Sections of the Company Snapshot

The Company Snapshot is a panel that is upgraded in real-time with all of your company’s information that’s entered into Quickbooks. The program samples the information and gives it in an easy to read an overview that’s invaluable to busy business owners.

The areas represented on this panel include income trends, business expense the balances of all accounts associated with Quickbooks. the breakdown of income sources, vendors owed money, expense line items, and accounts. Top-grossing consumers and vendors, top inventory, and any accounting reminders, company earnings and expense comparison to last year.

If you don’t have a full administrator for Quickbooks, the data that you have access to shows within the snapshot. Then Your company employees who are not authorized for all permitted sections are closed from the Quickbooks accounting information. In the other accessible sections.    

Get a quick view of the bottom line of your business with these reports available on the Quickbooks Company Snapshot –

Account Balances

View balance sheet accounts by default are shown. You can add other account types to this show by clicking the choose Accounts, Link.

Company Income Breakdown 

View your company’s largest source of income.

Company Expense Breakdown

Show your Company’s Biggest expenses.

Top Customers by Sales

Easily report on who your top five customers based on sales for a given time.

Last Year Expense Comparison 

Compare to how much money you are spending this year to last years for any or all accounts. You can Show monthly, weekly, or yearly income and expenses comparisons.

The other is a snapshot

The other two snapshots are more complicated and have more data options. However, you can customize them in a personalized way on the customer screen. Payments Snapshot provides a quick update on recent transactions and A / Rs as they age.Company Snapshot 12 allows you to display lists and charts, including:

  • Account balance,
  • Customers who pay money,
  • Break down the cost, and,
  • Vendors to be paid.

This is a good page to use as your dashboard (home page), especially when it shows you your reminders. After opening the company snapshot, go to Edit. Preferences Desktop | Click the button in front of My Preferences and save the current desktop. If anything, remove the check mark in front of the show home page when you open the company file.

Customize the Company Snapshot 

Quickbooks offers the ability to customize the snapshot information on together a user and business file a particular basis, which can be useful in multi-user environments.

To Add Content

  1. Got o the Add Content button in order to open the content gallery.
  2. Click on the Show Preview option in order to preview charts, graphs, and other available content.
  3. If you want to include the content to your snapshot, click on Add then select  Done.

To Remove Content

Go to the X from the upper right corner of the content panel if you want to remove it from your snapshot. The content will go back into the content gallery. You can even add it back later in case you want to change.

To Move Content

This is a very simple step you can do. You just have to drag the particular content panel by its header and release it wherever you want.

To Restore Defaults

Go to the Restore Defaults option from the top of the page if you have to restore the snapshot in its original settings. Any added content panels will be moved back into the gallery and the remaining panels will be returned to its initial position, and the selected date ranges return to its initial settings.

To customize your Company Snapshot to follow these simple ways:-

  • From the menu bar, choose Company, Company Snapshot to show the graphs and reports. 
  • Then Press Add Content to show and choose from extra graphs and reports 
  • Then Click the Add (+) button next to a graph or report to join it to your Company Snapshot.
  • Press Restore to remove any graphs or reports you added. 
  • Then Click Done to show your improved Company Snapshot. 
  • Then To resurface the order or placement of a graph and report, click and hold your left mouse button drag the item to a new location, and click the button.
  • If your choice to print the details of the snapshot, choose one of the following options from the Print menu option. In the upper-right corner to print your snapshot, or ready for printing. Print Preview, or Set guidelines.


In this blog, we have discussed the Company Snapshot in Quickbooks. Some steps provided you and some largest steps and also understand you customize company snapshot.

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