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QuickBooks Insights

In QuickBooks 2015, an addition to the Home Page was introduced. The page is called Insights and is shown as an additional tab.

Clicking on the Insights tab reveals the following page.

The colorful and easy-to-read charts are meant to provide quick snapshots into the company’s operations. The design of this page shows a remarkable similarity to a similar page in the new QuickBooks Online.

If we start with the lower left chart, we find a representation of the company’s income. How many dollars are in open (yet to be paid) invoices? How much is overdue? How much has been paid in the last thirty days?

Just to the right of the Income chart is one that displays a graphical representation of the company’s expenses.

The chart shows the amounts based on the dates chosen by the user in the date field just under the title Expenses.

Just as with the Company Snapshot, the detail transactions from which the charts are drawn is quickly available. A double-click of the mouse on the Job Expenses section of the Expenses graph brings up the following report.

This is a fully functional QuickBooks report. It’s possible to drill down on any of the report lines and see the individual transaction.

The upper half of the Insights window can display up to four different charts, but displays them one at a time. The little arrow symbols to the right and left, allow the user to slide different charts into view.

Clicking on the gear icon opens the menu seen in the graphic. Up to four charts can be selected. Since they are seen one at a time, all four can be chosen without concern for readability. The arrows will be used to slide the different charts in and out of the main screen.

Hector Garcia, CPA
Certified Advanced QuickBooks ProAdvisor

Hector Garcia

Hector Garcia

Hector Garcia is a CPA and QuickBooks Consultant.

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