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I saw a tutorial on the Cash Flow Planner but cannot seem to find the planner in QB Online

wanting to perform cash flow projections by Class per month based on invoice due dates
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I saw a tutorial on the Cash Flow Planner but cannot seem to find the planner in QB Online

Not worry, 9gatesmysterysch. I'm here to help you accomplish your goal today.
 

I'll walk you through how to view the Cash Flow Planner in QuickBooks Online. We'll have to make sure to turn this feature on so we can utilize this function.

 

Here's how:

 

  1. Go to the Gear icon
  2. Under Your Company choose QuickBooks Labs.  
  3. Turn On the Cash Flow dashboard widget
  4.  Click Done

These steps will surely help you view the Cash Flow Planner in QBO.

 

Here are cash flow-related articles for additional guide and reference:

Please tag me in a comment below if you have any other cash flow-related concerns. I'll be right here to assist.

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