cancel
Showing results for 
Search instead for 
Did you mean: 
wanda10
Level 2

Where do I find the Cash flow planner? I am using the online version. I found the help article walking me through using it however I have been unable to find it.

 
Solved
Best answer May 20, 2020

Best Answers
AileneA
QuickBooks Team

Where do I find the Cash flow planner? I am using the online version. I found the help article walking me through using it however I have been unable to find it.

Hi there, @wanda10

 

Thank you for reaching out to the Community. I'll be happy to assist you on how to view the Cash flow planner in QuickBooks Online. First, we need to turn it on to appears in your Dashboard. Let me show you how:

 

  1. Click the Gear icon, and under Your Company choose QuickBooks Labs.  
  2. Turn On the Cash flow dashboard widget. 
  3.  Click Done

 

cash.PNG

 cash1.PNG

 

If you already connected your external bank accounts for online banking, you're ready to go. QuickBooks automatically analyzes the transactions in these accounts and predicts future money in and out events.  You can see which accounts are connected in the Linked Accounts section of the Cash Flow menu.  

 

  cash2.PNG  

 

For more detailed steps about Cash Flow planner, you can check out this article: Use the Cash Flow planner to predict future income and expenses.

 

To learn more about how Cash Flow planner works in QuickBooks, you can refer to this link: Cash flow planner.   

  

If you have followed up questions, don't hesitate to visit us again. I'm always here to lend a hand. Have a great day!

View solution in original post

4 Comments
AileneA
QuickBooks Team

Where do I find the Cash flow planner? I am using the online version. I found the help article walking me through using it however I have been unable to find it.

Hi there, @wanda10

 

Thank you for reaching out to the Community. I'll be happy to assist you on how to view the Cash flow planner in QuickBooks Online. First, we need to turn it on to appears in your Dashboard. Let me show you how:

 

  1. Click the Gear icon, and under Your Company choose QuickBooks Labs.  
  2. Turn On the Cash flow dashboard widget. 
  3.  Click Done

 

cash.PNG

 cash1.PNG

 

If you already connected your external bank accounts for online banking, you're ready to go. QuickBooks automatically analyzes the transactions in these accounts and predicts future money in and out events.  You can see which accounts are connected in the Linked Accounts section of the Cash Flow menu.  

 

  cash2.PNG  

 

For more detailed steps about Cash Flow planner, you can check out this article: Use the Cash Flow planner to predict future income and expenses.

 

To learn more about how Cash Flow planner works in QuickBooks, you can refer to this link: Cash flow planner.   

  

If you have followed up questions, don't hesitate to visit us again. I'm always here to lend a hand. Have a great day!

View solution in original post

wanda10
Level 2

Where do I find the Cash flow planner? I am using the online version. I found the help article walking me through using it however I have been unable to find it.

Thank you Ailene!  Would be good for Intuit to add this step to the help pages.

 

wanda10
Level 2

Where do I find the Cash flow planner? I am using the online version. I found the help article walking me through using it however I have been unable to find it.

Thank you AilleneA!  I recommend to Intuit that they add that little step to the help pages.

Anna S
QuickBooks Team

Where do I find the Cash flow planner? I am using the online version. I found the help article walking me through using it however I have been unable to find it.

Good to hear from you again, @wanda10.

 

You're most welcome. I also appreciate your taking the time to post this and letting me know that @AileneA issue got resolved. I'll make sure your feedback about adding the little step gets sent to our Development team as well.

 

As always, Community is full of experts who are knowledgeable in all facets of QuickBooks, so please reach out to us if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us