Does anyone know how I can view the cash flow planner graph for a financial year (April - March) rather than a calendar year? Already set as financial year in settings.
Hello Ruth-miles, Welcome to he Community, the cash flow planner is a new feature on the dashboard at the moment you can only select 12 months in the date range it does not let you set a custom date or this financial year/last financial year like the other reports. We would recommend adding feedback to the cog>feedback as at the moment it is a feature (from the QuickBooks labs section so all feedback is welcome. More information on the current features/set up can be found here