Performance cente QBO UK

The Cash flow menu or Performance center is only available for certain users, @nvaisey.

The master administrator of the QBO account has access rights to this cash flow planning feature. You may consider working with your client for any information needed concerning cash flow.

You can also check out this reference that provides depth information on how to manage cash follow in QuickBooks. This includes tips and details on what causes cash flow issues. You can also refer to the resources I've attached above to get started and track cash flow.

Enter a comment below if you have additional concerns or questions about cash flow. I’m determined to help you out. Take care!

Hi Thanks for the reply. I am the Primary Admin so surely I should have access to all features??

I have worked out that if I go to the cog in the corner and switch to accountant view i can get access to Cash Flow tab. But i still dont have performance centre?

Hello there, nvaisey.

I’m glad to know you’re able to get the Cash Flow menu to show on the left tab of your company. Let me help and guide you on how to access the Performance centre.

The tab mentioned above can be viewed on the Reports screen. That’s why you’re unable to see it on the left panel of your company.

When you first visit the Performance centre, QuickBooks Online (QBO) has built-in charts ready for you. You can also tailor them to meet your business needs.

Here’s how to get there:

1. In your company, head to Business overview and select Reports.
2. On the Reports screen, go to the Performance centre tab.

With these steps, you can access the tab mentioned above easily. You'll also be able to track your business performance in no time.

For more insights into this process, feel free to read this reference: Create charts to see your business performance. This reference will guide you how how to customize the look of your charts, create one, edit or delete it.

You can open the links below to help you get acclimated to the tasks and features in QBO. These resources contain topics about the Cash Flow option, taxes, payroll, inventory, handle customer or supplier transactions to name a few.

• Use the cash flow planner in QuickBooks Online
• Self-help articles

Drop a comment below if you have additional questions on how to use the Performance centre and the Cash Flow option to handle your company's transactions. I'll get back to make sure this is taken care of for you, @nvaisey. Have a good one.

Hi,

Thanks for the reply. The issue is, I do not have the performance centre link - see attached.

Thanks for getting back to us, nvaisey.

Let me join this thread and provide additional information about the Performance center tab.

You'll have access to the Performance center if you're using a QuickBooks Online Advanced subscription and QuickBooks Online Accountant.

For QuickBooks Online Advanced, you will have the Performance center under the Reports tab on the left navigation bar. 

While on QBOA, you'll see the Overview tab once you log in to your client's company, then hover over the secondary menu to select the Business performance.

Check this guide for additional info: Create charts to see your business performance.

I'll be around to help if you have further questions about the business performance dashboard in QuickBooks.

Hi @GlinetteC  thank you for the response.

I am using QBO UK version so I don't think there is the advanced option, otherwise we would purchase.

Can i sign up to an accountant version  and access our company that way?

Or are these features coming to the UK version?