In a recent Quickbook webinar organised by our accountant agency and Quickbooks, we were told that the Cash Flow Planner (Beta) is available to all online users and IOS users. I saw 'Cash Flow' listed in the left land panel on the web version on the trainer's screen, and the Cash Flow button in shortcuts in his IOS, when clicked, there is the chart that shows prediction to future months.
However I couldn't find the menu entrance nor the chart with a prediction on cash flow in our web versoin and on IOS. The trainer said we should speak to our accountant for access, but our accountant said we should check with Quickbooks. Could anyone please help and advise what we need to do?
Hello Carol Y L,
Welcome to the Community page,
Sounds like you don't have it turned on in the account and that is why it is not showing up for you.
In order to turn cash flow planner on you need to go to
The main cogwheel> under setting column you will see one call Quickbooks Labs> click Quickbooks Labs> toggle on cash flow dashboard widget.
Once it is turned on you will see it in your account.
Hello Carolyn Y L,
With you being able to enable it I don't think it is to do with a user status. Can you try clearing your cache and cookies, close the browser down reload it and log back into your Quickbooks account and see if it shows the information for you or not and let us know?
Out of interest what user status do you have?
Thanks for coming back to us, @Carolyn Y L. I'm here to help ensure you're able to use the Cash Flow Planner in QuickBooks Online.
To clarify, the planner can only be accessed in these following conditions:
The planner gets data from a few sources. It pulls up from the following:
To use this feature, you'll need to set up your planner first. Here's how:
Then, follow the steps below to get your latest forecast:
For more information, check out this article: Use the Cash Flow planner to predict future income and expenses.
For additional insights, read through the overview of this feature in this article: Cash Flow Planner. It helps you learn about how it works and what data is included in the forecasting.
For future reference, learn about how to track your cash flows to get a clear picture of your current business finances:
Feel free to get in touch if you have additional questions. We're always here to help you out.