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Replying to:
KimberlyS
QuickBooks Team

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Hello there, WeststarAdmin2.

 

I see you're looking for ways to grant your team access to the Performance Center through the custom role feature, as this is relevant to your business when managing finances effectively. However, this permission is currently restricted to users with admin rights. While the View company reports role provides access to the Performance Center, the link to revert to the reports page is unavailable.

 

Your insights are essential to ensure QuickBooks Online meets your business needs. Hence, I recommend sharing your thoughts directly with our product engineers. They might consider your suggestions to further enhance your overall experience.

 

Here's how: 

 

  1. Select the Gear icon, then Feeedback.
  2. Share your comments or product improvement ideas.
  3. Click Next to submit.

 

Legit Feedback 101.jpg

 

You'll want to stay up-to-date with your product requests by visiting this website: Customer Feedback for QuickBooks Online.

 

In the meantime, you can have your user use the browser's back button or change the URL link back to "https://qbo.intuit.com/app/reports" to revert to the report's page. You can see this image for reference:

 

Link 101.png

 

On the other hand, if you want to keep track of the changes made within your file, you'll want to use the audit log. It also let's you to see who made particular changes and when they happened.

 

Kindly inform us in this forum whenever you have other concerns about managing user roles and permissions in QuickBooks Online. I've got your back anytime when necessary.

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