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Level 2

When will the Cashflow Planner be available on web Quickbooks Online?

Hello

A question for Quickbooks! When will the Cashflow Planner be available on web Quickbooks Online?

 

My client's told me about it because he can see it in his IoS app but I can't use it as it doesn't appear to have been rolled out on the web version yet - this post from February says it's coming soon. 

 

Can you update us?

 

Thanks

 

Nik.

15 REPLIES 15
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QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Hello NikB👋, The Cash Flow Dashboard Widget is now in the QuickBooks Labs section of QuickBooks Online (within the cog in the top right) if you toggle it on. We've included a link to a demo on how it works here

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Level 2

When will the Cashflow Planner be available on web Quickbooks Online?

HI Emma

 

Thanks for your reply. I'm certain I replied to your post but it's not here so I'll try again!

 

The video you linked to has no audio so I'm missing some information. 

I have the Cash Flow Widget installed already on my QB dashboard but it only shows cashflow to date and not Projected cash balance as I can see in the video. I also don't have the Cash Flow menu item in the left hand side menu as seen in the video.

How do I get the Cash Flow Projected working?

Many thanks

Nik. 

Highlighted
QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Thank you for getting back to us here on the Community page, @NikB.

 

As mentioned by EmmaM above, the Cash Flow Dashboard Widget will be available on your Dashboard once it's turned on under the QuickBooks Labs. The Cash Balance can now be seen at the upper-right corner of the Cash Flow section.

 

Here's how:

 

  1. Open your QuickBooks Online, the go to the Gear icon.
  2. Click on QuickBooks Labs under Account and Settings.
  3. Turn on the Cash Flow Dashboard Widget, then select Done.

I've added these screenshots for your visual reference.

I5 1.PNG I5 2.PNG I5 3.PNG

 

Post again if you have any other questions. I'm always here to help. Have a good day!

Highlighted
Level 2

When will the Cashflow Planner be available on web Quickbooks Online?

HI @Angelyn_T 

 

Thanks for your reply.

 

As I wrote in my previous reply I already have the Cashflow Widget on my dashboard.

 

The video that @EmmaM linked to shows the following but I can't see them on my QuickBooks - see my screen shot attached (I'm getting an error message when I try to post this with the screen shot posted in this post):

 

  1. Projected Cash Balance on the Cashflow Widget chart - it only shows the Cash Balance to today
  2. The Cash Flow menu item in the left hand menu.

 

How can I get Projected Cashflow working? 

 

Thanks

 

Nik. 

Highlighted
Moderator

When will the Cashflow Planner be available on web Quickbooks Online?

Hello NikiB, Thanks for getting back in contact😊. The projection part of the widget relies on a few things, future transactions(for example expenses entered that will happen in the future)recurring transactions being set up, a bank connection to view patterns, events manually added in the cash flow planner(which will have the label planned.

The widget is currently in phase 1, the team will continue adding additional predictions to the planner to cover a bigger percentage of money in and out cash flow, for example, credit card payments. The only other thing which would not allow you to use the cash flow projections is if multi-currency is turned on or GBP is not the home currency. More information can be found in the embedded link. If you have these kinds of transactions in and it is still not predicting anything can we ask you to try clearing the cache and cookies in the browser and if then you have the same issue reply back here and we'll get this escalation for you?

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Level 1

When will the Cashflow Planner be available on web Quickbooks Online?

Hello,

 

You do realize this request is talking about the cash flow menu aka Cash Flow Center which is slowly being rolled out to new clusters of clients over time.  I have been in touch with Quickbooks a number of times about this and the responses have been all over the place.  I manage multiple instances of QBO and each of my company files see different experiences.  I recently received the "CASH FLOW" menu choice on one of my company instances and when clicking on it, it asked to sign up for the waiting list.  I continue to ask when I will see this functionality which is greatly needed by two of my clients.  The online documentation, forums and customer support have been all over the place on this and I have to educate everyone I talk to in support.   With this background can you help on this?

Highlighted
QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Hello, @rzehner.

 

This feature is slowly being launched for QuickBooks Online UK users to avoid interruptions that may cause issues in some cluster of accounts. For now, you check your account from time to time to see if check availability the Cash Flow Dashboard.

 

Also, you can visit our blog to stay current with the latest QuickBooks news and updates.

 

As always, feel free to read our help articles in case you need related references while working with QuickBooks in the future.

 

If you have any other questions in the future, leave a comment below. I'm always here to help and answer them for you. Keep safe always!

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Level 1

When will the Cashflow Planner be available on web Quickbooks Online?

Some version seems to be available now... not sure how it compares to the offline version

Highlighted
QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Thanks for joining us here, PostMo.

 

The Cash Flow Planner feature is already available in all versions of QuickBooks Online, both in the app and web version. This is currently not offered in the Desktop version.

 

Let me also share these articles about this feature for additional guidance:

 

The Community is always here if you need anything else. 

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Level 2

When will the Cashflow Planner be available on web Quickbooks Online?

Hi @JenoP 

 

Thanks for keeping an eye on this thread.

 

I still can't see the Cashflow menu in my Quickbooks Online on the web. I've cleared the cache and all history as suggested somewhere above. I'm using Firefox 80.0 and Chrome 84.0.4147.135.

 

Can you help?

 

Nik.

Highlighted
QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Hi NikB,

 

 

Thanks for getting back to us on this thread - one point to note is the Cash Flow planner is not currently available for accounts which have multi-currency switched on, can I check if you have enabled currencies on your account? 

 

 

 

 

 

Highlighted
Level 1

When will the Cashflow Planner be available on web Quickbooks Online?

Sorry to jump on the thread but i am also keen to the use the cash flow function. I do have multi currency enabled but we don't use it at all. Is there anyway of switching it off?

Highlighted
QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Hello AliWithP, 

 

Thanks for Commenting on this thread, 

 

Once multi-currency is turned on there is no way of turning it off again even if you don't use it. 

 

It does give you that information in a warning when you turn it on. 

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Level 2

When will the Cashflow Planner be available on web Quickbooks Online?


@GeorgiaC wrote:

Hi NikB,

 

 

Thanks for getting back to us on this thread - one point to note is the Cash Flow planner is not currently available for accounts which have multi-currency switched on, can I check if you have enabled currencies on your account? 

 

 

 

 

 


Hi @GeorgiaC and @Ashleigh1 

Thanks for the clarification on multi-currency and Cashflow Planner. Will the Cashflow Planner become available for those with multi-currency set up?

 

Many thanks

 

Nik. 

Highlighted
QuickBooks Team

When will the Cashflow Planner be available on web Quickbooks Online?

Hi Nik, 

 

I'm pleased we were able to clear that up for you, unfortunately, we've got no inside info at the moment on if/when this will be available for multicurrency accounts, but we'd recommend submitting feedback for this to our developers by going to the Cogwheel > Feedback within your QuickBooks.

 

Thanks 👍