QuickBooks 2010: The Improved Company Dashboard

Having a company dashboard/snapshot in QuickBooks was a new feature in QuickBooks 2009. In QuickBooks 2010, the QuickBooks software development team has made it an even more powerful tool to help manage your business.

A client recently commented that "this was an excellent new feature that was built into QuickBooks"

To access it, click the Company Snapshot icon at the top of the page, or click Company > Company Snapshot from the menu bar:

Here is a breakdown of the new features in the QuickBooks 2010 company dashboard/snapshot:

• A separation of company and payment dashboard content
  
  
  
• The ability to add new content and delete existing content
  
  
  
• The ability to print the information within the company dashboard/snapshot
  
  
  
• The ability to drag and drop your QuickBooks company dashboard content
  
  To do this, simply click on the section of the dashboard you would like to reposition and drag and drop it to the desired location.

Here is a view of the Company portion of the QuickBooks 2010 company dashboard/snapshot:

Here is a view of the Payments portion of the QuickBooks 2010 company dashboard/snapshot:

In order to take full benefit of this feature in QuickBooks 2010, be sure you have downloaded the latest update to the software (Help > Update QuickBooks).

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Using QuickBooks 2010? What are your thoughts on the "new and improved" company dashboard? Please post a comment below to share them...

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Scott Gregory is a specialist with QuickBooks Pro, Premier and Enterprise accounting software.

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Comments

[Metro Ethernet]

I lve your post because you explain everything very good , and the information is so excellent

[Judy Whitlock]

Is there a way to view customer payments received by sales rep?

[Scott Gregory, QuickBooks Expert]

George:

As far as I know, there is no way to view the Company Snapshot from the web.

You could consider setting up remote access to your desktop with something like GoToMyPC so you could get to the Company Snapshot that way. There are several vendors working on connecting QuickBooks to smartphones, and those apps may offer a solution too.

Maybe we'll see a feature like this pop up in QuickBooks 2011.

Scott Gregory

[George Johnson]

Is there a way to view Company Snapshot from the web or from something like I Dashboard?