Tracking Small Business Vitals in QuickBooks

Tracking Small Business Vitals in QuickBooks

As a business owner, you want to see key information often and easily. My favorite is still the Company Snapshot. You can see your Account Balances, Payables, Receivables, Income & Expense Trends, Top Customers, Top Products/Services (Items), Reminders, pie charts for breakdown of income or expenses and more. If you hold your mouse over the graph, you’ll see the actual dollar amount. There are a total of 12 different charts/graphs/lists you can put in the snapshot. Not only do you get to choose which ones you see, but you can arrange them any way you want by dragging the boxes. You can also choose date ranges for your sales reports from the drop-down menu (custom is not an option).

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