Add recurring transaction to QBO Cashflow planner

Hi eddie-paterson,

Thanks for your post and for bringing this to our attention - can I check if you have your live bank account connected to QuickBooks?

yes, we do have our bank accounts connected to QBO

Hello Eddie-Patterson, 

Recurring transactions

Add transactions for possible money in and out 

You can manually add transactions for potential income and expenses. For example, if you have a big sale coming up, add it as a transaction so its part of the forecast. 

Important: Remember, transactions entered aren't actually posting to your Quickbooks account. Quickbooks won't add them to your books. 

1. go to the Cash Flow menu

2. Select add transaction 

3. select Money in if the transaction is income, or Money out if its an expense

4. Give the transaction a name and enter an amount. 

5. Select the date when the transaction will occur

6. When you're done, select save. 

This link will help 

thats for a one off transaction. My question was about recurring transactions - ones that happen every month.

Hi eddie-paterson, 

You can setup recurring transactions by following the steps below: 

1. Go to Settings ⚙.
2. Under Lists, select Recurring Transactions.
3. Select New.
4. Select the type of transaction to create, and then select OK.
5. Enter a Template name.
6. Choose a Type: Scheduled, Unscheduled, or Reminder.

To see the full guide, click here. If there's anything else we can help with, just get back to us below!

I believe thats for a QBO transaction as opposed the the Cashflow Planner which is the topic of this thread!

We obvious pay staff and PAYE each month - I want the Cashflow planner to be able to use these recurring transactions

I'm just starting to use the Cash Flow Planner - on mine it has pulled through recurring expenses (salaries) but not recurring income (regular donations - we're a charity) which are set up as templates. So the function seems to be there, but can't work out how to make it fully operational. 

Hello Sophie_dunn, 

Thanks for commenting on this thread, 

So Cash flow takes the data for its projections from transactions that have actually happened. 

Are the income transactions happened yet are they showing in Quickbooks? 

If the cashflow planner is only taking transactions that have actually happened, then its use in helping to predict the future is of little value. I want to see where we are going, not where we have been.

Hi

Is there any news on this development yet as it seems to be a simple and very helpful tool to be able to view cashflow from recurring transactions etc.

Thank you.

Chris

Hi Chris, thanks for joining this thread. At present, we don't currently have any info on the inclusion of payroll and recurring transactions in the Cash Flow planner, and data for this is currently collated from three places (your connected bank and credit card account, transactions you've entered into QB with a due date in the future, and transactions you add manually to the planner). We'd be grateful if you could leave feedback for this by selecting the Cog > Feedback within your account, as this is submitted directly to our developers who implement changes on a customer-demand basis. :folded_hands:

Will do but this should be a very basic, simple and extremely helpful solution to implement and can't understand why it hasn't been done.. As has been said above, not being able to automatically draw in regular income/ anticipated/ projected expenses makes the projection function rather useless.