cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
a-omar-springyun
Level 1

I can't seem to find the cash flow planner in my account, and it is not available in the quickbox labs tab.. is multicurrency setup the reason for this?

 
3 Comments 3
MadelynC
Moderator

I can't seem to find the cash flow planner in my account, and it is not available in the quickbox labs tab.. is multicurrency setup the reason for this?

I’m here to share some details concerning the cash flow planner in QuickBooks, @a-omar-springyun.


Yes, you’re correct. The cash flow planner is inaccessible once the Multicurrency is turned on. Credit cards and manually entered transactions are also not included in the cash flow planner chart.


Meanwhile, I've attached some articles you can use to learn about the Cash flow feature in QuickBooks:

 


If you have other questions or concerns about the cash flow planner, please let me know. I’ll be here anytime to help. Have a good one!

Smarthome Panama
Level 1

I can't seem to find the cash flow planner in my account, and it is not available in the quickbox labs tab.. is multicurrency setup the reason for this?

Will this feature be available anytime for multicurrency accounts?  If this is not the case what is the best way to migrate to a non multicurrency account?

GlinetteC
Moderator

I can't seem to find the cash flow planner in my account, and it is not available in the quickbox labs tab.. is multicurrency setup the reason for this?

Thanks for joining this thread, Smarthome Panama.

 

You can only add the transactions to a non-multicurrency account manually. The + New button above the Dashboard menu will show you the list of transactions you can create in the system. Here's how:

 

  1. Click the + New option in the upper-left corner.
  2. Select the transaction you want to create manually. 

 

If you need tips and related articles in managing your account, you can check out our QuickBooks Community help website.

 

Feel free to get back to me if you have any further questions about managing your data. I'll be glad to help.