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!
You can find it in the Marketing Hub under Onboarding clients. They have some fantastic resources there! https://quickbooks.intuit.com/accountants/resources/marketing-hub/