QuickBooks 2011: The Missing Manual

Customizing the Company Snapshot

The Company Snapshot (Company) displays key statistics about your business in one convenient dashboard window. In QuickBooks 2011, the Company Snapshot has three tabs so you can choose from more than a dozen different views of financial status, like income and expense trends, account balances, customers who owe money, invoice payment status, receivables reports, and so on.

To change the views that appear in the Company Snapshot window, click the Company, Payments, or Customer tab, and then click Add Content in the top-left corner of the window. The “Add content to your Company Snapshot” panel appears with the name and a thumbnail of each view you can choose, as shown in Figure 25-6. Here’s how you customize the Company Snapshot:

• Add a view. Click the Add button to the right of the view you want. QuickBooks adds it to the body of the Company Snapshot.

• Remove a view. Click the Close button (the X) at its top-right corner.

• Reposition a view. Hover your cursor over the view header, and the cursor changes to a four-headed arrow. Then drag the view to its new location in the Company Snapshot.

Figure 25-6. The views that the Company Snapshot offers are common reports that business managers run. You’re out of luck if you want to add a custom report or graph that’s crucial to tracking your company’s well-being.

When the Company Snapshot shows what you want, click ...