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Level 1

Is Cash Flow Planner now available for all users?

Client doesn't have the Cash Flow option on the left hand menu but can see widget on the dashboard. As an accountant I can see both. Has the Cash Flow Planner now been rolled out for all users, if it has what could be the issue at the client's side?
1 REPLY 1
QuickBooks Team

Is Cash Flow Planner now available for all users?

Hello there, @werninckk.

 

You can let your client enable the Cash Flow feature from the QuickBooks Lab. I can walk you through how to do it.

  1. Go to the Gear icon.
  2. Choose the QuickBooks Lab.
  3. Locate the Cash Flow option.
  4. Toggle on the radio button to enable it.
  5. Click the Done button.

I've added these articles about how the Cash Flow feature works that you can share with your client:

Always feel free to visit us here if you have other questions or concerns. I'm always here to help you achieve your goals.