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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:
    1. Open Company Snapshot—find it under Company menu or in icon bar
    2. Edit/Preferences/Desktop View
    3. Uncheck Show Homepage box and bullet point Save current desktop



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