Adding Account values on Getting Around page?

sonicnuance · ‎June 24, 2020

Hello,

I switched from a Windows desktop version of Quickbooks and it had a feature I find missing in the latest Mac desktop version - the ability to put account balances on the "getting around" page. I like this feature because it gives me a quick snapshot of the accounts I care most about. Is there a way to do this on the Mac desktop?

Thanks,

LieraMarie_A · ‎June 24, 2020

Hi there, @sonicnuance.

Yes, you can also find the Company Snapshot feature in QuickBooks for Mac. This helps you see real-time company information. It includes your income and expenses, reminders of things to do, and the balances in your accounts. Just click the Snapshot icon on the Home Page to access the Company Snapshot.

Additionally, you have the option to modify your snapshot by clicking the Customize button at the top of the window. For more details, refer to this article: Company Snapshot in QuickBooks Desktop Mac 2020.

In case you need tips and related articles in the future, visit our QuickBooks Community help website.

Stay in touch if you have other questions about QuickBooks. Have a good one. Take care.

Topics

Training

Community

Resources

Adding Account values on Getting Around page?

Adding Account values on Getting Around page?

Need to get in touch?