My bank is not able to be linked to QB. But, QB can deposit into my account at that bank, is it possible to link it as well so can update and use cash flow planner?

Hi @ksullivan,

I'll take care of this query for you about your online bank account.

QuickBooks can deposit to your bank account via QuickBooks Payments. Now, to check if your online bank account is supported, you can search for it using its web address. Some banks are listed many times, which can confuse. You can be sure you're connecting to the right account via its web address. 

If it's still not listed at this point, what you can do is press the Request support for your bank button. 

While your online bank isn't available, you have the option to import bank transactions by hand. Take a look at this article for the steps: Manually upload transactions into QuickBooks Online.

I'll be around in case you have other questions. Place them in the comments below, and I'll get back to you. 

Thanks for replying. Let me try my question again. The initial text box was limited to a character count that was too brief.

My bank is manually updated. It can not be added to the Cash Flow Planner. The planner only takes connected accounts.  Is there a way to do so?

A thought came to mind- QB is connected to my bank bc I have online deposits from QB customer payment.  If QB can deposit into my account, why can't I connect it?

Hello there, ksullivan,

The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit. You can also follow the steps provided by my colleague above on how to send Request support for your bank.

Check out these FAQs to learn more about QuickBooks Cash accounts and the Cash Flow menu.

Stay in touch with me if you have other questions.

It seems that the question being asked is not being answered and I am in the same positions.

My business savings account does not support QuickBooks, so it is manually updated by me. However the cash flow planner is not saying you have a total of X in cash; instead it only shows the checking balance that is a link.

Here is an example:

Cash flow planner says I have $5,000 in cash because my checking has $5,000. However my manually updated savings account has $10,000. Therefore my "cash flow planner cash balance" should say $15,000, not $5,000.

Let me share some information about the cash flow in QuickBooks, @ChrisD24.

The cash flow chart uses historical data from your bank and debit card accounts connected to QuickBooks Online. It includes categorized and uncategorized transactions. The chart only contains transactions associated with your connected bank and credit card if you manually upload the data.

To learn more about the cash flow statements and cash flow chart on the QuickBooks homepage, you can open these links:

• Cash flow statement
• How QuickBooks calculates your cash flow

I'm also adding this article for additional resources while working with other QuickBooks or financial reports in the future: Run reports in QuickBooks Online.

If you have any other questions about cash flow, let me know by adding a comment below. I'm more than happy to help. Have a great day.