A new feature in QuickBooks 2015 called "Insights" is proving to be quite popular with those looking for a quick and easy "dashboard" view of their business.
The Insights screen sits just off the home screen, and looks like this:
FEATURES OF THE INSIGHTS SCREEN:
The following snippets of information can be turned on and off via the "gear" icon in the upper right hand corner of the screen:
- Profit and loss
- Previous year income comparison
- Top customers by sales
- Income and expense trend
- Business growth
- Net profit margin
- Previous year expense comparison
Even better, all of the graphical elements that appear on the Insights screen have full drill-down capabilities so you can see the specific details behind a value.
You can also print the contents of the Insight screen or save it as a PDF as well.
If you are so inclined, you can even launch the create invoice or enter bills screens directly from the Insights page.
ADDITIONAL QUICKBOOKS TIPS: