Company Snapshot - Account Balance section

Hi, AnswerNeeded.

We can only change the sales account balance for the current year by pulling up a report. I'll guide you how:

1. Go to the Reports menu.
2. Select Reports Center.
3. Choose the report you wanted.
4. Click Run report.
5. Select the report Dates to the current year.

There you go. Also, you'll want to check out this article about customizing the report.

Please let me know if you have any other issues or concerns by leaving a comment below. I'm always here to assist. Have a good one!

Hi  GlinetteC,

Thank you so very much for your prompt response!

I knew about the report but I was hopping this can be done for the company snapshot as well. It does not make sense for me having a snapshot of your sales account with the previous month included on it. 

Again Thank you for your time and assistance!

Good day, AnswerNeeded.

Thanks for getting back to us.

The Company Snapshot reflects all of your company's information that's entered into QuickBooks. This includes income trends, expense charts, the balances of all accounts, the breakdown of income sources, vendors owed money, expense line items and accounts, and income/expense comparison to last year.

I understand that you want to customize the content of the Company Snapshot. To help improve your experience in the program, you'll want to send feedback to our Product Development Team. We closely monitor our customers' suggestions and take them into consideration when prioritizing feature development. Here's how to do it:

1. Open QuickBooks.
2. Go to the Help menu.
3. Choose Send Feedback Online. then choose Product Suggestion.
4. Select Report from the Product Area drop-down menu.
5. Enter the new features you would like us to add in the description box.
6. Click Send Feedback to complete the process.

To stay current with our latest features and product enhancements, you may visit our Firm of the Future page from time to time.

I'm also adding this article to learn how to remove and add content to your Company Snapshot: Customize a Snapshot tab.

If I can be of any additional assistance, please don't hesitate to tag me in your comments and posts. I'll be more than happy to assist you again.

Hi KlentB, 

Thank you for trying to help with my question and the suggestion to send a feedback to QuickBooks Product Development Team. I definitely will! 

Like I said, I can understand the account balance section in the company snapshot should show the balances of the accounts as of today however the balance of the sales account should reflect the sales for the current year only. Otherwise, it will be not an accurate reflection of the actual sales. Thanks again!