You can only create cash flow predictions through the Planner section in QuickBooks Online (QBO), @mrccommercial. Thus, downloading or printing a copy isn't an option in the program. We'll point you in the right direction to help you send a request to our developer.
Since securing a copy of the cash flow predictions you created isn't currently possible, we recommend submitting a feature request to our Product Development Team. By doing so, they can evaluate your idea and consider it for future program updates. Here's how:
- In the Planner section of your company file, click Give feedback.
- Enter a brief description of the idea you have and then select Next to send your request.
On the other hand, you can check this page to help you download cash flow forecast in QBO: Use reports to track cash flow.
In case you need assistance in keeping your books on point and transactions organized, check out our QuickBooks Live Expert Assisted. They offer tips and guide you through completing it seamlessly.
As always, we aim to provide you with the details you need to complete tasks in QuickBooks promptly. That said, you can continue to utilize the comment section below if you need further assistance with your QuickBooks-related inquiries. We'll make sure to respond as soon as possible.