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Rubielyn_J
QuickBooks Team

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Thanks for getting back in here, @stephaniefabian. I'm here to clarify things for you.

 

The Business Performance option is only available through QuickBooks Online Accountant. This dashboard will help you keep your clients on track using a more visual and consolidated view. 

 

When you log into a client’s company through QuickBooks Online Accountant, the Overview tab will appear at the top of the sidebar menu. Hover over the secondary menu and select Business performance

dashboard.PNG

 

If you're using QuickBooks Online Advanced, you will have the Performance center under the Reports on the left navigation bar. 

report.PNG

 

For additional info, feel free to view this resource: Business Performance Dashboard.

 

I'll also be adding some related links that you can use in the future to help you get your way around the Reports feature in QBO:

 

Keep in touch if you need more help. I've always got your back to assist you. Have a nice day.

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