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Review your Business Snapshot

Check the reporting period before reading business summary figures.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Business Snapshot presents dated reporting summaries for your business.

  1. Open Business Snapshot.
  2. Check the period selector and date description before comparing figures. The initial selection is Last Month.
  3. Review the available profitability, efficiency, cash and financial-ratio summaries for that period.
Business Snapshot header with Last Month selected

These summaries read existing reporting data. Opening the snapshot does not create a journal or change a transaction. Keep the displayed period in mind when comparing it with another report.

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