Do you mean the new "Overview" screen? That's the top item in the front page when you access a client's books in QBOA
Did you ever end up locating it? I am also trying to find this, after going through the training, and would appreciate any assistance.
Update: I located it through QBO Certification. It’s under Setting up Clients, there is a link on the second slide. Hopefully this will save someone else time!
Update: I located it, through the QBO Certification training slides. It’s under Setting up clients, and there is a link on the second slide. Hopefully this saves someone else time!
Thank you!! This helped me tremendously!