Video: Company Snapshot in QuickBooks Desktop Mac 2020

In QuickBooks 2020, you can customize your company snapshot to easily see your most critical business data. Learn more in the following video:

Video Script

QuickBooks 2020 includes a redesign of the Company Snapshot feature, and now offers easy customization of the data you wish to display.

Graphs have also been refreshed with a user-friendly design, and you can view details by clicking on the data within graphs.

Here’s what you need to know:

  • Customize your Snapshot by clicking the Customize button at the top of the window. Your snapshot is now in the editable mode.
  • While in this mode, you can click and drag widgets into your Snapshot, as well as reorder or remove them.
  • Each widget is contained within a row that can hold one or more widgets.
  • Drag and drop a widget at the desired location within a row, or above or below an existing row, to create a new one.
  • Finally, you can easily return the Company Snapshot to its default settings by selecting the Reset button.

You can also post your own question to the QuickBooks for Mac community.