||How to Add the Company Snapshot in QuickBooks
Understand how your business is doing at a glance. And if you choose to Save Current Desktop in Desktop View preferences, the Snapshot will be the first thing you see when you open the QuickBooks file.
- You can set the Snapshot as your homepage too:
- Open Company Snapshot—find it under Company menu or in icon bar
- Edit/Preferences/Desktop View
- Uncheck Show Homepage box and bullet point Save current desktop