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Quick Books | Business Accounting




Starting with the 2009 version, Quickbooks includes a Company Snapshot feature that pulls together various reports and charts in a single screen. Users can add up to twelve widgets (versus five in the 2009 version). Widgets include an income and expenses graph, previous year comparisons, accounts receivable balances, top customers by sales, reminders of things you need to do in Quickbooks, current account balances, customers with outstanding balances, and bills that need to be paid.
The Company Snapshots are user customizable by time period. You can view income and expenses by year, month, or daily, for example. Intuit provides links to the logical next step in the program. Under the accounts receivable widget, for example, there's a link to receive payments where you can enter a payment from a customer. Similarly, clicking on a graph or chart will open a report showing (for example) income for a month or a customer's payment history.
My biggest complaint is the Company Snapshot includes a widget called "Recommended for You" which contains links to additional Intuit services. These are essentially advertisements. This widget cannot be removed from the Company Snapshot. So these marketing messages are always-on, even if they aren't particularly relevant. I'm not a big fan of in-software advertisements in general, especially in a product that's as expensive (and frequently used) as Quickbooks.

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