If you are using QuickBooks Online for your accounting and bookkeeping, you should learn about the Company Snapshot feature and how to use it. The Snapshot feature gives you the opportunity to understand how your company is doing overall, and what you need to change for the future, whether you handle your own accounting or you enlist the help of an online bookkeeping service.
The Company Snapshot is a panel that is updated in real time with all of your company's information that's entered into QuickBooks. The program parses the information and presents it in an easy-to-read overview that's invaluable to a busy business owner. The areas represented on this panel include income trends, expense charts, the balances of all accounts associated with Quickbooks, the breakdown of income sources, vendors owed money, expense line items and accounts, top grossing customers and vendors, top inventory, and any accounting reminders, income and expense comparison to last year.
If you don't have full administrator access to QuickBooks, the data that you do have access to is shown within the snapshot. You or your employees who are not authorized for all sections are restricted to the accounting information in the other accessible sections. If you don't need all of the information the snapshot shows, you can customize this page.
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