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Customer Snapshot overview

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.

  1. Choose Company > Company Snapshot.

  2. 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.

  • Customer Summary

    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.

  • Sales Summary

    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.

  • Recent Invoices

    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.

  • Recent Payments

    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.

  • Sales History

    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.

  • Best-Selling Items

    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.

    • 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.

You can:

  • Add content and customize this page

  • Set this as your opening page

    1. Open the Company Snapshot.

    2. Choose Edit > Preferences.

    3. In the Preferences window, click Desktop View in the list on the left.

    4. Click the My Preferences tab and then click Save current desktop.

    5. Clear the option that reads Show Home page when opening company file.

    6. Click OK.

  • Print the entire snapshot, or a single panel

Common questions:

See also

KB ID# H_CUST_SNAPSHOT_OVERVIEW
12/7/2016 12:35:36 AM
PPRDQSSWS407 9138 Pro 2017 55cd1d