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Beonelyn - Product Champion
Level 3

Cash flow feature is not available for files with Multi currency on

 
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Best answer June 19, 2020

Best Answers
Beonelyn - Product Champion
Level 3

Cash flow feature is not available for files with Multi currency on

There is a Cash Flow tab added to the left navigation menu which includes an Overview tab and the cash flow Planner tab.

 

What is Cash Flow Centre?

It includes a NEW suite of cash flow management tools that allow customers to get a single holistic view of their money-in and money-out activities. It will automate a lot of the mental math and excel spreadsheet work that small businesses perform to understand the health of their business.

 

What is Cash Flow Planner?

• The Cash Flow planner is an interactive tool that forecasts cash flow over a period of 30 to 90 days for money going in and out for both business users and advisors.

• It looks at the financial history to predict future money in and money out events.

• Customers can also add and adjust future events to see how certain changes affect their cash flow.

Note: Files with multicurrency turned on will not have access to this feature.

View solution in original post

7 Comments
Beonelyn - Product Champion
Level 3

Cash flow feature is not available for files with Multi currency on

There is a Cash Flow tab added to the left navigation menu which includes an Overview tab and the cash flow Planner tab.

 

What is Cash Flow Centre?

It includes a NEW suite of cash flow management tools that allow customers to get a single holistic view of their money-in and money-out activities. It will automate a lot of the mental math and excel spreadsheet work that small businesses perform to understand the health of their business.

 

What is Cash Flow Planner?

• The Cash Flow planner is an interactive tool that forecasts cash flow over a period of 30 to 90 days for money going in and out for both business users and advisors.

• It looks at the financial history to predict future money in and money out events.

• Customers can also add and adjust future events to see how certain changes affect their cash flow.

Note: Files with multicurrency turned on will not have access to this feature.

View solution in original post

NightOwlCo
Level 1

Cash flow feature is not available for files with Multi currency on

So if it doesn't work with multi-currency turned on - how can I hide it from the dashboard? Having a tile there that doesn't work is annoying - it was never there, suddenly appeared, and doesn't work - so what's the point?

ChristieAnn
QuickBooks Team

Cash flow feature is not available for files with Multi currency on

Hi there, NightOwlCo.

 

I'll share information about the Cash flow feature and how it works in QuickBooks Online (QBO). I can also provide the steps to hide it from the dashboard.

 

With the Cash Flow menu in QuickBooks Online, you get tools designed to track your cash flow. They can help you save money proactively and help you make informed decisions about your sales and expense. That being said, this menu helps you track the money coming in and out of your business. Then, you can also add and adjust future events to see how certain changes affect your cash flow.

 

For now, the cash flow planner chart does not include:

 

  • Credit card transactions
  • Transactions you've entered manually into QuickBooks 
  • Multi-currency enabled files

 

I suggest going to the Gear icon and go to the QuickBooks Labs page. From there, you can turn off the Cash Flow Dashboard Widget to hide the Cash flow menu from the dashboard.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner.
  2. Choose QuickBooks Labs.
  3. Click the turn off option under Cash Flow Dashboard Widget.
  4. You'll be prompted with You turned off Cash Flow Dashboard Widget, click Yes.
  5. Hit Done.

 

For additional details on what are the advantage of Cash Flow menu and how it works in QuickBooks, you can refer to the articles below:

 

 

Please check this article to see information on how Multicurrency effects on the accounts and balances on your company file when turning on this feature: About Multicurrency.

 

 

Let me know if you have other questions related to QuickBooks. I'm always here to help.

NightOwlCo
Level 1

Cash flow feature is not available for files with Multi currency on

There must be a glitch.

For me Cash Flow is turned off in the Labs, yet still showing on the dashboard.

AlcaeusF
Moderator

Cash flow feature is not available for files with Multi currency on

Welcome aboard to the Community, @NightOwlCo.

 

Allow me to chime in and help you regarding the cash flow feature in QuickBooks Online.

 

When disabling the option from the QuickBooks Labs section, please make sure to click Done at the bottom right (see screenshot below). Once done, I suggest you log out of your account and try logging in again to check if the changes are applied.

 

 

In case you need the steps, here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Sign out below Profile
  3. Enter your login credentials.
  4. Hit Sign in

If the problem persists, I suggest performing some basic troubleshooting steps to help isolate and fix the issue. Let's begin with signing into your account through an incognito window.

 

The process allows you to access QuickBooks without using cookies. Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

If it works, you can proceed with clearing the cache. Too much data can accumulate over time and cause issues when using QuickBooks.

 

Meanwhile, I've attached some articles you can use to learn about the Cash flow feature, like how the system calculates it in QuickBooks:

 

If you have additional questions or concerns while working in QBO, leave a comment below. I’ll be happy to help you out.

NightOwlCo
Level 1

Cash flow feature is not available for files with Multi currency on

@AlcaeusF 

 

You must have skipped over where I said it is turned OFF on labs, yet still showing on dashboard.

I have toggled it from off to on, then back off, I have clicked done, tried signing out, cleared browser cache.

 

Cash Flow will not work for me as I have multi-currency turned on.

It's somewhat annoying having a widget at the top of my dashboard that does not work and something isn't allowing me to disable it, as it is already switched to off - and still showing on the dashboard - and I never enabled it in the first place.

Rea_M
QuickBooks Team

Cash flow feature is not available for files with Multi currency on

I know how important managing your feature preference in QuickBooks Online (QBO), @NightOwlCo. That's why I'm here to share details on the things you need to take care of this.

 

Yes, you're right. The Cash Flow feature isn't accessible for you as you've turned on the multi-currency option. Since the said feature is off in the QuickBooks Labs page and still appears at the top of my dashboard after performing the suggested steps above, I'd recommend contacting our QBO Support team. They can check what causes the added menu to appear in your dashboard without activating it. Then, disable it on your behalf.

 

In case you want to talk to one of our representatives, you can request a callback at the time of your convenience. Just make sure to contact us from Monday to Friday every 8:30 AM to 6:30 PM AEST. Here's how:

  1. Go to the Help menu.
  2. Select the Contact Us button.
  3. Enter a brief description of your concern in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a call or Get a callback.
  6. Enter your contact information.
  7. Select Confirm my call.

 

I've attached a screenshot below for your reference.

 

Without the Cash flow menu, you're still able to track the amount of money moving in and out of your business and bank account in QuickBooks. You can use different reports and projections to make this possible. For the complete list of reports, kindly check out this article: Track your cash flow in QuickBooks Online

 

Please let me know if you have other concerns. I'm just around t help. Take care always.