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New Feature in QuickBooks 2015: The Insights Dashboard

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:

Insights Tab Snapshot

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:

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