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Giovann_G
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Hello, stephaniefabian.

 

Allow me to join the thread. I can provide additional information about the Business Performance Dashboard.

 

You'll have access to Performance Center if you're logged in to QuickBooks Online Advanced. Then, you can sign in to your QBOA account to monitor your client's books using the Business Performance Dashboard. If you don't have the account yet, I'll show you how to create it.

 

1. Go to our Accountant's website.

2. Click the Sign up link.

3. Follow the steps to create a new firm.

 

Here's how to create if you have an existing user ID:

 

1. Go to our Accountant's website.

2. Sign in with your user ID and password.

3. Select Create firm.

4. Follow the onscreen steps.

 

Here's how from a client's invite email:

 

1. Ask your client to invite you to be their accountant.

2. Open the invite email and select the Accept Invitation link.

3. Follow the steps to create an account.

 

Review this guide for more info: Create charts to see your business performance.

 

Reply to this post if you have further questions about Business Performance Dashboard. I'll be around to help you.

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