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You can try out these steps, jesse27
Once you refresh the page, the widget will appear as a card on your Dashboard along with all the other modules.
Note that this feature is still on beta phase, and might not be available yet on all users.
For newly added features, you can visit Firm of the Future.
Loop me in if you have additional questions.
Hi Mary,
The information you provided added a Cashflow widget to the main dashboard area, but it unfortunately did not activate the Cashflow tab itself or take away the "Cash Flow Center is coming soon!" message and replace it with access to our account.
The problem we have is the we can't access the account to manage it on desktop. On mobile, we can add funds, move bewteen envelopes, etc. But on desktop it's just the "coming soon" message.
Also, I swear I could access the area when I first went to activate the debit card that comes with the account. But the next day, it was gone. I had figured this was a glitch with our account in particular maybe?
Thanks so much,
- Jess
Thanks for getting back to us, @jesse27.
When you say Desktop, you're referring to the web version of QuickBooks Online (QBO), correct? If so, the Cash Flow feature is still unavailable in that version. We still rolling it out, and later on, it’ll be available for all devices (IOS, Andriod, and Web).
For now, you can use the feature on your mobile as a workaround. Also, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.
You can also check out this article and scroll down to Frequently asked questions section for more information: Managing cash flow made easy.
Reach out to me in the comment section below if you have any other questions or concerns. I want to make sure everything is taken care of for you. I'm always here to help. Have a wonderful day!
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