With QuickBooks 2010 you now can select from up to 12 financial status displays to view. The company snapshot is a great tool that you can set as your opening page with reminders, bills to pay, checks to print, and deposits to make, overdue invoices, account balances you want to stay current on, and more.
Each user can create their own customized display with the information important to their own accounting function. Individual users can only see financial information that they have been been given permission to see. From this screen you can also pay bills or receive payments. Here’s how you can configure company snapshot to fit your needs.
To delete an existing display click the “x” in the upper right hand corner. To add a new financial status display, click the “Add Content” icon in the upper left hand corner of the company snapshot screen to select from the following options.
Once you are finished selecting finanancial status displays click the “Done” icon. You can drag displays to the desired configuration on your screen.
For the account balance display, select only the accounts you want to see using the “Select Accounts” icon in the lower left hand corner of that display.
Robert Guild is certified QuickBooks ProAdvisor in Austin, TX who conducts CPE courses for CPAs and individual training and group classes to QuickBooks users. His company at www.QBCoach.biz, maintains a sixteen-station QuickBooks lab, providing hands-on training. You can contact him directly at rguild@QBCoach.biz or follow him on twitter at QBPro