In cash flow planner, I want to update a Planned credit card payment from the statement balance to a custom amount, press Save, but the amount is not updated.

I’m here to help so you can successfully update the payment to a custom amount in QuickBooks, @pas4.

Cached data might be the reason behind this. Please know that once the browser's cached files have issues, QuickBooks functionalities may get affected. You can perform some troubleshooting steps to get this fixed.

First, open your QuickBooks Online account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

Once logged in, try to update the payment to a custom amount and save it. If the figure change, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative.

You can read these resources to learn more about tracking and using cash flow planner:

• Track your cash flow in QuickBooks Online
• Use the cash flow planner in QuickBooks Online

Leave us a message if you need further assistance with managing your cash flow. I’m always here to help. Have a good day, and stay safe!

Hi, thanks for your quick response.  

Unfortunately, neither updating the Custom amount in a private window or after clearing cache gave the expected result.  Not working with Chromium-based Edge or Chrome.  Suspect a bug.  

Best,

P

I'm having the same issue, and the prescribed remedy didn't work either. Would love to see this working so I can actually use this paid feature.

Quickbooks is a continual let down in my experience.

Hi, @fbonomo.

I appreciate your time in trying to resolve this issue, and I understand the inconvenience this situation has caused your business. For now, what I recommend is to contact our Customer Care Support Team. 

Here's how:

1. Select Help.
2. Click the Search, then select Contact Us.
3. Type your issue in the field.
4. Select Continue.
5. If you want to connect with us, click the Chat with us or Have us call you.

If you want to learn about tracking your cash flow's amount of money moving in and out of your business, check this article: Track your cash flow in QuickBooks Online.

Don't hesitate to ask more questions about the cash flow planner. We're always here to help.