Comments on: QuickBooks 2010 Company Snapshot

By: Greg Wright

Greg Wright — Thu, 08 Oct 2009 11:19:52 +0000

Hi Elizabeth,

I am a product manager for QuickBooks and help drive what we work on for the next release. I read in your post that your clients are looking for a way to compare sales or income over a range of previous years. We heard that from a lot of customers. In fact, we included it in the QB 2010 Snapshot. You can add a widget that compares income across previous date ranges including years, quarters, months. You can see an example of the widget in the screen shot above called “Prev Year Income Comparison” and the drop down on the right side is where you select the ranges.

We also have the same widget for expenses.

Thanks,
Greg

We also heard

By: Chip Towle

Chip Towle — Tue, 06 Oct 2009 12:18:27 +0000

The “reccomended for you” is very annoying. Otherwise it’s a great page to look at.

By: News You Can Use Roundup Oct 2, 2009 - Davis CPA Solutions

News You Can Use Roundup Oct 2, 2009 - Davis CPA Solutions — Sat, 03 Oct 2009 13:13:02 +0000

[...] QuickBooks 2010 Company Snapshot This is a great blog posting explaining the significant upgrade to the Company Snapshot feature available in the 2010 release. This is one of my favorite upgrades available in 2010. [...]

By: Rox

Rox — Fri, 02 Oct 2009 22:49:40 +0000

Yes, I would LOVE to see a column that shows all the accounts with ‘date of last reconciliation’ … that would come in very handy!

By: Elizabeth Moser

Elizabeth Moser — Fri, 02 Oct 2009 22:35:03 +0000

My clients would like to see a way to compare sales and or income etc over a range of say the past 5 years. I do commercial spreads for them and create Excel graphs. It would be nice if something like this was on the snapshot page.

By: Charlie

Charlie — Fri, 02 Oct 2009 16:01:23 +0000

It isn’t an issue of “users vs programmers”, it is an issue of the process that they use to develop their specifications, as well as the fact that there are hundreds of thousands of users and every one has a different idea of what the program should do…

By: Laura D

Laura D — Fri, 02 Oct 2009 11:58:30 +0000

This is great, Charlie!!

I would love to see a widget that showed the list of Balance Sheet accounts with a column for ‘last reconciled on’ date auto-filled.

This feature isn’t even in the Client Review, which I find ‘odd’.

I guess that is the difference between programmers and users.

Since you are both. . . thoughts?

By: Tweets that mention QuickBooks 2010 Company Snapshot : Practical QuickBooks -- Topsy.com

Fri, 02 Oct 2009 01:28:30 +0000

[...] This post was mentioned on Twitter by CCRussell and Baystate Consulting. Baystate Consulting said: RT @CCRussell: More QuickBooks 2010 reviews: Company Snapshot http://tinyurl.com/yex6vcw Documentation Management http://tinyurl.com/ydrsyus [...]