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doug-learn2-com
November 16, 2021
Question

?How do we get access to the performance centre? We have QB

  • November 16, 2021
  • 2 replies
  • 0 views
We have QB . Want to stop exporting to xls to create useful graphs based on reports. Is this an accountant-only feature? How do you get useful graphs into dashboard?

2 replies

T
Trish_T
November 16, 2021

Hi doug-learn2-com,

 

Welcome to Community! I can understand your interest in seeing your business performance within product and prevent wasting valuable time exporting excel spreadsheets.  You can create, edit or delete charts in the performance centre with QuickBooks Online Accountant.  With the performance centre you can create up to 25 charts.  Some also allow you to compare your numbers with other businesses in your industry.  Here's how to work with custom charts and see your business performance.

 

Please feel free to contact us if you have any additional questions or need assistance.  We'd be glad to help!

 

Schedule a Callback or start a Chat: click ? in the upper right of QuickBooks Online > enter "Contact support" > click Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Cheers!

McBrideBookkeeping
McBrideBookkeeping
January 19, 2022
Hey Doug, The Performance Centre is an Accountant-Only features I'm sorry. (You could sign up for an Accountant Account but that's maybe not the intention) Also, yes the Standard Dashboard is Garbage and not customizable I'm sorry to say. It's the first thing I tell new clients, "Ignore it, it's useless at best and misleading at worst" There are a couple of great 3rd party apps out there that link into QBO and provide reporting but at a cost. Signing up for an Accountant Profile to access the Performance center is the cheapest (free) option I'm afraid.
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