Which management report templates will be seen by default when accessing a clients books via QuickBooks Online Accountant?

The selection of company overview and profitability performance as the default management report templates in QuickBooks Online Accountant highlights the emphasis on providing a comprehensive snapshot of a client's business health. The company overview report offers key insights such as account balances, business performance metrics, and overall financial status. This report is particularly valuable for accountants to gauge the client's standing at a glance.

Profitability performance complements this by focusing on how well the business generates profit relative to its costs and revenues. This allows accountants to analyze profitability across various time periods or categories, effectively aiding in strategic decision-making and financial planning.

While other options may encompass important aspects of financial reporting, the combination of company overview and profitability performance specifically aligns with the priorities of accountants who aim to present a clear and insightful view of their client's finances. These reports are thus foundational in understanding the client's overall performance and guiding future business strategies.