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Carolyn Y L
Level 1

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

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? 

Thanks

5 REPLIES 5
Ashleigh1
QuickBooks Team

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.  

 

 

 

Carolyn Y L
Level 1

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

Hi Ashleigh, thank you. I did have it toggled on in the Labs. That is why I have the cash flow chart in the dashboard now, which as I mentioned, is only a true reflection of the cash flow in the past till now, there is no prediction for upcoming months. Also when I clicked on any month in the chart, the next page never loads. So I am not sure if this is an access issue or there is some hidden feature I failed to find...
Ashleigh1
QuickBooks Team

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

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? 

Carolyn Y L
Level 1

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

Hi Ashleigh, It is still the same after the clearing and reloading. The user type I have is 'Admin', status 'active'. Our accountant agency is the 'master admin' user.
katherinejoyceO
QuickBooks Team

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

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: 

  • You'll need to have the latest version of the iOS app. Web and android will be added later.
  • It will only work if multi-currency is turned off and GBP is set as home currency
  • Accountants can only access this through their client's accounts if the client has enabled it. 

 

The planner gets data from a few sources. It pulls up from the following: 

 

  • Your connected bank and credit card accounts
  • Transactions you've entered into QuickBooks with a due date in the future
  • Transactions you add manually to the planner

 

To use this feature, you'll need to set up your planner first. Here's how:

 

  1. Go to the Cash Flow menu.
  2. Follow the onscreen steps to set up the planner.

 

Then, follow the steps below to get your latest forecast:

 

  1. In the Cash Flow menu, select the dates filters to set the forecast range.
  2. Choose the Money in/out, and Cash balance to filter the list.
  3. Drag the bar across the chart to a specific date to show you a list of transactions that may impact your cash flow.

 

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. 

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