I can share some information with the Cash Flow planner in QuickBooks Online (QBO), @studio-briandavi.
Your cash flow planner will show any unpaid QuickBooks transactions with a future due date from all your connected bank accounts. For more information about what includes your cash flow forecasts, check out this article: Learn more about the Cash Flow menu.
The option to forecast individual accounts is currently unavailable. To option to customise it and view individual accounts will be a great addition to our current features, so I’ll take note of it.
I also encourage you to leave feedback from within the account. Here are the steps:
- Go to the Gear icon and select Feedback.
- Provide your product suggestion.
- Click on Next to submit feedback.
You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.
Here's more information on how you can add transactions for potential income and expenses to your cash flow planner: Use the cash flow planner in QuickBooks Online.
Please don't hesitate to leave a comment below if you have other concerns with the Cash Flow planner in QBO. I'm always around to help. Take care!
