Use the Customer Snapshot to get a consolidated view of a customer that gives you an instant glance their recent invoices and payments, sales history, items they buy most often, and other summary information all from one location.
Choose Company > Company Snapshot.
Click the Customer Snapshot tab.
Depending on your access permissions, you can add any of the following content. To preview available content, click the Add Content button and page through the content gallery.
This area appears below the customer's name on the left side of the snapshot. It provides summary information about the customer you select.
QuickBooks displays how long they have been a customer, their open balance, and their credit limit.
Click More Details to view the customer's information in the Customer Center.
This area shows the total sales for the selected customer. You also see the sales for the same period in the previous year.
Click the date drop-down arrow to change the summary period.
This area lists the last 10 invoices for the customer. QuickBooks displays the date, invoice number, amount, and the open balance due.
Click any of the column headings to sort by date, invoice number, amount, and open balance. Click QuickReport to get even more detail.
This area lists the last 10 payments received from the customer.
Click any of the column headings to sort by date, check or reference number, or amount. Click QuickReport to get even more detail.
This section shows a sales history for a particular period of time, and compares it to the same time in prior periods.
The default graph view is yearly. You can change the date range by clicking the drop-down arrow.
Place your pointer on any bar in the graph to see the total for that bar.
Double-click any bar in the graph to view its detail in the Report Center.
This section shows the items the customer bought most for a specific period. You can display the results in dollars or units.
The default graph view by amount and year to date. You can change these by clicking the drop-down arrows.
Add content and customize this page
Set this as your opening page
Open the Company Snapshot.
Choose Edit > Preferences.
In the Preferences window, click Desktop View in the list on the left.
Click the My Preferences tab and then click Save current desktop.
Clear the option that reads Show Home page when opening company file.
Print the entire snapshot, or a single panel
Why do I need permission to view this area?
You can only view those areas of QuickBooks to which you've been granted access. Contact your QuickBooks Administrator if you need to change your permissions.
How do I prevent other users from seeing sensitive company data?
Users can only see data for areas they have been given access permissions to view. For example, if you restricted a user from paying company bills, they won't see the Vendors to Pay section in their snapshot. Find out more about how user permissions work, or change a user's permissions.
If I customize this page, will other users see the same changes?
No. The Company Snapshot is customized for each individual user. The content you add, move, or remove is only for you. No one else can see your personalized snapshot.
Customize a Snapshot
Print a Snapshot
Company Snapshot overview
Payment Snapshot overview