Unable to find Cash Flow Planner online & in IOS. Have Cash Flow chart (no prediction) in online dashboard

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? 

I can see the cashflow planner from a browser but cannot see it in the IOS app.

Thanks for joining the thread, Karen.

I see the importance of having a Cashflow Planner inside QuickBooks Online (QBO) mobile. Upon checking here on our end, you'll want to ensure that the multicurrency option isn't active inside your company. If enabled, the Cashflow Planner may not appear inside your mobile app.

Additionally, I've got this article to learn more about what features are available inside the mobile app version of the program: Compare mobile app features.

In case there's anything else that you'd like me to help you. Feel free to post here again. I'll be here, ready to assist you. Take care, and have a nice day! 

Thank you for your prompt reply. The following webpage shows pictures of the cashflow on an mobile phone, hence my confusion.

https://quickbooks.intuit.com/uk/cash-flow-forecast/?&cid=ppc_G_QB_UK_GGL_NB_Cashflow_Phrase_Search_QS_Improvement_business+cash+flow+software_txt&gad=1&gclid=Cj0KCQjwyLGjBhDKARIsAFRNgW_q7k2QA-OP8NKU5OsK6DTSI3L7KGWZTHXeXSndxYUDYxayEXZxsEIaAh3TEALw_wcB&gclsrc=aw.ds 

I appreciate you coming back to this thread, Karen. Yes, you can use a mobile device to access the Cash Flow planner in QuickBooks Online (QBO), and I'm here to explain how.

The Cash Flow Planner is an interactive tool that projects your business cash flow, or the amount of money coming in and out. This feature is currently unavailable for QBO companies with Multicurrency turned on.

If you didn't enable it in your account, you must first set up the Cash Flow planner to access this feature. To do that, go to the Business Overview, select Planner, and complete the on-screen instructions.

When you've already set up online banking with your external bank accounts, you're good to go. QBO predicts upcoming cash-in and cash-out transactions by automatically analysing the activity in these accounts. You may see which are connected in the Linked Accounts section of the Cash Flow menu.

Check out this article for more details.: Use the cash flow planner in QuickBooks Online.

Moving forward, track your cash flow by using various reports and estimates to gain a clear picture of your current and future business finances.

Stay in touch whenever you have follow-up concerns about using the Cash Flow planner in QBO mobile app. We're always available around the clock to address your queries. Take care, and have a good one!

Hi

Multi-currency is not enabled and I'm already using the cashflow planner via the browser, but I cannot find an option or menu when using the app.

Thanks for coming back here in the thread, Karen.

If you're not using the Multicurrency option and still the Cashflow Planner doesn't show in the app, I'd recommend clearing the app's data. This way, you can start with a clean slate, and the app will be refreshed. If it persists, you can consider uninstalling and then reinstalling the app. Doing this rule out the possibility of having a corrupted application, and also please ensure to have the latest version of the mobile app to utilize all available features and fix the bug. I'll input the steps to get you going:

1. In your phone, go to Settings.
2. Click on General, and then choose iPhone Storage.
3. To free up the storage without deleting the documents and data for the app, select Offload App.

You can also contact our Customer Care Team if it continues to not work. This way, they can assign a representative to check on your end and determine the root cause of the issue. See this article for more information: QuickBooks Online Support.

Additionally, here's an article in case you'd create personalised invoices inside the app, you can refer to this page for further guidelines: Customise invoices on the QuickBooks Online mobile app.

Please let me know how it goes, Karen. I'm determined to help you get this sorted out as soon as possible. Stay safe, and have a nice day!

Is it because I'm accessing it as an accountant?

Thank you for getting back to us, Karen. 

I can share additional information about our cash flow planner. 

You can still access the cash flow planner from your IOS device as an accountant. In case you're still unable to access it after trying the steps provided by my colleague above, I suggest reaching out to our Customer Support team. They can isolate the issue you're having in a secure environment and help you with resolving them. 

Follow the steps below: 

1. Go to the Help (?) icon to connect to a live support agent.
2. Click on the Contact Us button and provide us with some details about this concern.
3. Provide us some information about your concern in the What can we help you with? box and click on Continue.
4. You'll now be provided options on how to connect to our Customer Support.

For additional details on the different types of support we provide and their availability, see this article: QuickBooks Online Support.

You can check this article for more information about features supported on mobile devices: Compare mobile app features.

Let me know if you need more help with your cash flow planner. I'm always here to assist. Have a great rest of the day!