Actionable money insights for your business
A critical priority for QuickBooks Online product development is to provide actionable “money insights” for small business owners. The idea of “money insights” is a theme across a lot of the work we’re doing in the product development and engineering teams.
We began this journey by helping answer some basic questions for small business owners:
- What is my income?
- What are my expenses?
- Who owes me?
- Who do I owe?
We received some good feedback about the pie charts in the Company Snapshot report and we’d like to learn more about the insights that matter to you the most.
- Are there insights that can help you manage your expenses better? Would you like us to integrate with other solutions that you currently use?
- Are there specific insights around cash coming into your business or cash going out that can help drive better decisions and improve your cash position?
Below are two screen shots of some of our money insights available in the Company Snapshot section of our Reports in QuickBooks Online.


Please continue providing your invaluable feedback. Our engineers would love to hear from you directly on how we can innovate and help you save time, save money, and make more money.
Suchi Upadhyayula
About Me: I’m part of the QuickBooks Online product engineering team and am a self-professed web-junkie (love the internet). You can generally find me on a mad dash to the local Starbucks to feed my mid-afternoon caffeine addiction.
November 14, 2009 at 3:35 pm
Give me my money back
This is worthless
You can’t find any of my banks
It is ridiculous
I have been trying for an hour
I want a number to call
November 14, 2009 at 3:35 pm
no accounts
November 14, 2009 at 4:42 pm
Hey thanks Jacqueline for the feedback, sorry to hear that you’re having trouble. It would be helpful to submit a support ticket about what banks exactly you’re trying to find…you’ll then be in direct contact with a rep that can help you! See how to submit one here:
http://blog.quickbooksonline.com/2009/10/28/if-you-have-to-call/