?How do we get access to the performance centre? We have QB

Hi doug-learn2-com,

 

Welcome to Community! I can understand your interest in seeing your business performance within product and prevent wasting valuable time exporting excel spreadsheets.  You can create, edit or delete charts in the performance centre with QuickBooks Online Accountant.  With the performance centre you can create up to 25 charts.  Some also allow you to compare your numbers with other businesses in your industry.  Here's how to work with custom charts and see your business performance.

 

Please feel free to contact us if you have any additional questions or need assistance.  We'd be glad to help!

 

Schedule a Callback or start a Chat: click ? in the upper right of QuickBooks Online > enter "Contact support" > click Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Cheers!

Hey Doug, The Performance Centre is an Accountant-Only features I'm sorry. (You could sign up for an Accountant Account but that's maybe not the intention) Also, yes the Standard Dashboard is Garbage and not customizable I'm sorry to say. It's the first thing I tell new clients, "Ignore it, it's useless at best and misleading at worst" There are a couple of great 3rd party apps out there that link into QBO and provide reporting but at a cost. Signing up for an Accountant Profile to access the Performance center is the cheapest (free) option I'm afraid.